VestGen Advisors’s Eversource Energy ES Stock Holding History

VestGen Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$662K	Buy	9,164 +679	+8%	+$47K	0.02%	573
2026 Q1	$583K	Buy	+8,485	New	+$600K	0.02%	617

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

VestGen Advisors's ES Position: Q2 2026 in Review

VestGen Advisors increased its Eversource Energy (ES) stake by 8% in Q2 2026, buying an estimated $47K and bringing the position to 9,164 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #573.

VestGen Advisors first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

VestGen Advisors held 9,164 shares of Eversource Energy worth $662K as of Q2 2026.
VestGen Advisors bought 679 Eversource Energy shares in Q2 2026, an estimated $47K.
Eversource Energy made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #573 holding.
VestGen Advisors first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.