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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
Q2 		$1.09M Sell
15,066
-997
-6% -$69K 0.06% 226
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 0.06% 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
-2,068
Closed -$182K – 405
2022
Q1 		$182K Buy
+2,068
New +$177K 0.04% 197

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's ES Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Eversource Energy (ES) stake by 6.2% in Q2 2026, selling an estimated $69K and leaving 15,066 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #226.

Aaron Wealth Advisors first reported a position in ES in Q1 2022 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Aaron Wealth Advisors held 15,066 shares of Eversource Energy worth $1.09M as of Q2 2026.
  • Aaron Wealth Advisors sold 997 Eversource Energy shares in Q2 2026, an estimated $69K.
  • Eversource Energy made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #226 holding.
  • Aaron Wealth Advisors first reported a position in Eversource Energy in Q1 2022 and has held it in 11 quarters since.
  • Aaron Wealth Advisors's Eversource Energy position peaked at $1.17M in Q4 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.