Aaron Wealth Advisors’s Eversource Energy ES Stock Holding History

Aaron Wealth 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 Q1	$1.11M	Sell	16,063 -1,385	-8%	-$97.9K	0.06%	204
2025 Q4	$1.17M	Buy	17,448 +3,855	+28%	+$271K	0.07%	217
2025 Q3	$967K	Buy	13,593 +9,616	+242%	+$630K	0.06%	244
2025 Q2	$253K	Buy	3,977 +48	+1%	+$2.96K	0.03%	405
2025 Q1	$244K	Buy	3,929 +132	+3%	+$7.88K	0.03%	386
2024 Q4	$218K	Buy	3,797 +256	+7%	+$16K	0.03%	415
2024 Q3	$241K	Buy	+3,541	New	+$229K	0.03%	364
2024 Q2	–	Sell	-3,533	Closed	-$211K	–	331
2024 Q1	$211K	Buy	+3,533	New	+$203K	0.03%	283
2022 Q4	–	Sell	-2,719	Closed	-$212K	–	249
2022 Q3	$212K	Buy	+2,719	New	+$240K	0.04%	201
2022 Q2	–	Sell	-182,376	Closed	-$2.07M	–	405
2022 Q1	$2.07M	Buy	+182,376	New	+$15.6M	0.03%	226

Other funds holding ES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return