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Eversource Energy shares owned by Montgomery Financial Services

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by Montgomery Financial Services from 13F filings

Historical chart of Montgomery Financial Services investment in Eversource Energy

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All positions including Eversource Energy held by Montgomery Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $7.9k 110 72.27

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View all positions for Montgomery Financial Services

Top funds holding Eversource Energy

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
FMR
Geode Capital Management
Victory Capital Management
Ubs Global Asset Management Americas
Magellan Asset Management
Morgan Stanley
Charles Schwab Investment Management
Invesco
Legal & General Group
Nuveen
Goldman Sachs Group

View all funds holding Eversource Energy