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

Activest 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 		$41.6K Buy
575
+182
+46% +$12.6K 0.01% 302
2026
Q1 		$27.2K Buy
393
+3
+0.8% +$212 ﹤0.01% 448
2025
Q4 		$26.3K Buy
390
+374
+2,338% +$26.3K ﹤0.01% 440
2025
Q3 		$1.14K Hold
16
– – ﹤0.01% 859
2025
Q2 		$1.02K Sell
16
-27
-63% -$1.66K ﹤0.01% 771
2025
Q1 		$2.67K Buy
+43
New +$2.56K ﹤0.01% 611
2023
Q1 		– Sell
-11
Closed -$922 – 389
2022
Q4 		$922 Hold
11
– – ﹤0.01% 424
2022
Q3 		$1K Buy
+11
New +$969 ﹤0.01% 409

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

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

Activest Wealth Management increased its Eversource Energy (ES) stake by 46% in Q2 2026, buying an estimated $12.6K and bringing the position to 575 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #302.

Activest Wealth Management first reported a position in ES in Q3 2022 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Activest Wealth Management held 575 shares of Eversource Energy worth $41.6K as of Q2 2026.
  • Activest Wealth Management bought 182 Eversource Energy shares in Q2 2026, an estimated $12.6K.
  • Eversource Energy made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Activest Wealth Management first reported a position in Eversource Energy in Q3 2022 and has held it in 8 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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