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

Accurate 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 		$1.1M Sell
14,737
-1,262
-8% -$87.4K 0.11% 210
2026
Q1 		$1.12M Buy
15,999
+4,773
+43% +$337K 0.13% 169
2025
Q4 		$761K Buy
11,226
+1,868
+20% +$131K 0.1% 218
2025
Q3 		$661K Buy
9,358
+330
+4% +$21.6K 0.09% 242
2025
Q2 		$597K Sell
9,028
-882
-9% -$54.4K 0.09% 229
2025
Q1 		$558K Buy
9,910
+283
+3% +$16.9K 0.11% 193
2024
Q4 		$536K Buy
9,627
+5,919
+160% +$369K 0.1% 191
2024
Q3 		$242K Sell
3,708
-11
-0.3% -$711 0.05% 326
2024
Q2 		$220K Sell
3,719
-13
-0.3% -$771 0.05% 305
2024
Q1 		$223K Sell
3,732
-100
-3% -$5.75K 0.07% 263
2023
Q4 		$219K Sell
3,832
-334
-8% -$19.3K 0.07% 251
2023
Q3 		$231K Buy
4,166
+1,293
+45% +$86.2K 0.07% 230
2023
Q2 		$209K Buy
2,873
+79
+3% +$5.88K 0.07% 254
2023
Q1 		$225K Buy
2,794
+1,574
+129% +$124K 0.08% 228
2022
Q4 		$105K Buy
+1,220
New +$96.8K 0.04% 305

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Accurate Wealth Management reduced its Eversource Energy (ES) stake by 7.9% in Q2 2026, selling an estimated $87.4K and leaving 14,737 shares worth $1.1M. The position accounts for 0.11% of the portfolio, ranked #210.

Accurate Wealth Management first reported a position in ES in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.12M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Accurate Wealth Management held 14,737 shares of Eversource Energy worth $1.1M as of Q2 2026.
  • Accurate Wealth Management sold 1,262 Eversource Energy shares in Q2 2026, an estimated $87.4K.
  • Eversource Energy made up 0.11% of Accurate Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Accurate Wealth Management first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • Accurate Wealth Management's Eversource Energy position peaked at $1.12M in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.