AE Wealth Management’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $32M | Buy |
443,297
+62,976
| +17% | +$4.36M | 0.15% | 141 |
|
|
2026
Q1 | $26.3M | Buy |
380,321
+65,498
| +21% | +$4.63M | 0.14% | 161 |
|
|
2025
Q4 | $21.2M | Buy |
314,823
+5,807
| +2% | +$408K | 0.12% | 177 |
|
|
2025
Q3 | $22M | Buy |
309,016
+20,188
| +7% | +$1.32M | 0.14% | 167 |
|
|
2025
Q2 | $18.4M | Buy |
288,828
+228,933
| +382% | +$14.1M | 0.13% | 172 |
|
|
2025
Q1 | $3.72M | Buy |
59,895
+39,420
| +193% | +$2.35M | 0.03% | 400 |
|
|
2024
Q4 | $1.18M | Sell |
20,475
-540
| -3% | -$33.7K | 0.01% | 669 |
|
|
2024
Q3 | $1.43M | Sell |
21,015
-539
| -3% | -$34.8K | 0.01% | 626 |
|
|
2024
Q2 | $1.22M | Buy |
21,554
+9,490
| +79% | +$563K | 0.01% | 656 |
|
|
2024
Q1 | $721K | Sell |
12,064
-9,678
| -45% | -$556K | 0.01% | 732 |
|
|
2023
Q4 | $1.2M | Sell |
21,742
-16,618
| -43% | -$958K | 0.01% | 1087 |
|
|
2023
Q3 | $2.23M | Buy |
38,360
+6,850
| +22% | +$457K | 0.01% | 815 |
|
|
2023
Q2 | $2.23M | Sell |
31,510
-43,140
| -58% | -$3.21M | 0.01% | 812 |
|
|
2023
Q1 | $5.84M | Buy |
74,650
+1,329
| +2% | +$105K | 0.04% | 472 |
|
|
2022
Q4 | $6.15M | Buy |
73,321
+14,126
| +24% | +$1.12M | 0.04% | 425 |
|
|
2022
Q3 | $4.62M | Sell |
59,195
-64,682
| -52% | -$5.7M | 0.04% | 445 |
|
|
2022
Q2 | $10.5M | Buy |
123,877
+29,436
| +31% | +$2.62M | 0.08% | 264 |
|
|
2022
Q1 | $8.33M | Buy |
94,441
+14,621
| +18% | +$1.25M | 0.06% | 326 |
|
|
2021
Q4 | $7.26M | Buy |
79,820
+11,134
| +16% | +$958K | 0.05% | 334 |
|
|
2021
Q3 | $5.62M | Buy |
68,686
+6,375
| +10% | +$554K | 0.05% | 355 |
|
|
2021
Q2 | $5M | Buy |
62,311
+12,167
| +24% | +$1.02M | 0.04% | 363 |
|
|
2021
Q1 | $4.34M | Buy |
50,144
+4,874
| +11% | +$414K | 0.04% | 350 |
|
|
2020
Q4 | $3.92M | Buy |
45,270
+9,089
| +25% | +$809K | 0.04% | 317 |
|
|
2020
Q3 | $3.02M | Buy |
36,181
+529
| +1% | +$45.3K | 0.04% | 330 |
|
|
2020
Q2 | $2.97M | Buy |
35,652
+6,043
| +20% | +$500K | 0.05% | 310 |
|
|
2020
Q1 | $2.32M | Sell |
29,609
-183
| -0.6% | -$16.1K | 0.05% | 274 |
|
|
2019
Q4 | $2.53M | Buy |
29,792
+7,062
| +31% | +$587K | 0.06% | 292 |
|
|
2019
Q3 | $1.94M | Buy |
22,730
+653
| +3% | +$51.9K | 0.06% | 283 |
|
|
2019
Q2 | $1.67M | Buy |
22,077
+16,289
| +281% | +$1.19M | 0.05% | 277 |
|
|
2019
Q1 | $411K | Buy |
5,788
+1,315
| +29% | +$90.6K | 0.03% | 388 |
|
|
2018
Q4 | $291K | Sell |
4,473
-340
| -7% | -$22.2K | 0.05% | 354 |
|
|
2018
Q3 | $296K | Buy |
4,813
+980
| +26% | +$60K | 0.02% | 451 |
|
|
2018
Q2 | $225K | Sell |
3,833
-3,775
| -50% | -$217K | 0.02% | 396 |
|
|
2018
Q1 | $448K | Buy |
7,608
+1,378
| +22% | +$81.5K | 0.03% | 265 |
|
|
2017
Q4 | $394K | Buy |
6,230
+2,070
| +50% | +$131K | 0.03% | 267 |
|
|
2017
Q3 | $251K | Buy |
4,160
+470
| +13% | +$29K | 0.02% | 339 |
|
|
2017
Q2 | $224K | Sell |
3,690
-40
| -1% | -$2.43K | 0.03% | 333 |
|
|
2017
Q1 | $219K | Buy |
+3,730
| New | +$212K | 0.04% | 246 |
|
Other funds holding ES
AE Wealth Management's ES Position: Q2 2026 in Review
AE Wealth Management increased its Eversource Energy (ES) stake by 17% in Q2 2026, buying an estimated $4.36M and bringing the position to 443,297 shares worth $32M. The position accounts for 0.15% of the portfolio, ranked #141.
AE Wealth Management first reported a position in ES in Q1 2017 and has held it in 38 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- AE Wealth Management held 443,297 shares of Eversource Energy worth $32M as of Q2 2026.
- AE Wealth Management bought 62,976 Eversource Energy shares in Q2 2026, an estimated $4.36M.
- Eversource Energy made up 0.15% of AE Wealth Management's portfolio in Q2 2026, its #141 holding.
- AE Wealth Management first reported a position in Eversource Energy in Q1 2017 and has held it in 38 quarters since.
- 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.