AWM
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Abound Wealth Management’s Eversource Energy ES Stock Holding History

Abound Wealth Management’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 		– Sell
-63
Closed -$4.38K – 1435
2026
Q1 		$4.38K Sell
63
-12
-16% -$848 ﹤0.01% 759
2025
Q4 		$5.06K Buy
75
+2
+3% +$140 ﹤0.01% 666
2025
Q3 		$5.19K Hold
73
– – ﹤0.01% 635
2025
Q2 		$4.64K Hold
73
– – ﹤0.01% 590
2025
Q1 		$4.54K Sell
73
-24
-25% -$1.43K ﹤0.01% 559
2024
Q4 		$5.57K Sell
97
-6
-6% -$374 ﹤0.01% 501
2024
Q3 		$7.01K Hold
103
– – ﹤0.01% 477
2024
Q2 		$5.84K Hold
103
– – ﹤0.01% 467
2024
Q1 		$6.16K Sell
103
-6
-6% -$345 ﹤0.01% 470
2023
Q4 		$6.73K Hold
109
– – ﹤0.01% 445
2023
Q3 		$6.34K Buy
109
+2
+2% +$133 ﹤0.01% 413
2023
Q2 		$7.59K Buy
107
+4
+4% +$298 ﹤0.01% 393
2023
Q1 		$8.06K Buy
103
+82
+390% +$6.48K ﹤0.01% 316
2022
Q4 		$1.76K Hold
21
– – ﹤0.01% 557
2022
Q3 		$1.64K Buy
+21
New +$1.85K ﹤0.01% 520

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Abound Wealth Management's ES Position: Q2 2026 in Review

Abound Wealth Management sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 63 shares — an estimated $4.38K sold.

Abound Wealth Management first reported a position in ES in Q3 2022 and held it in 15 quarters. The position peaked at $8.06K in Q1 2023. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Abound Wealth Management reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 63 Eversource Energy shares in Q2 2026, an estimated $4.38K.
  • Abound Wealth Management first reported a position in Eversource Energy in Q3 2022 and held it in 15 quarters.
  • Abound Wealth Management's Eversource Energy position peaked at $8.06K in Q1 2023.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.