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Aegis Wealth Management (Maryland)’s Eversource Energy ES Stock Holding History

Aegis Wealth Management (Maryland)’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 		$314K Sell
4,348
-215
-5% -$14.9K 0.15% 123
2026
Q1 		$316K Sell
4,563
-15
-0.3% -$1.06K 0.18% 91
2025
Q4 		$308K Hold
4,578
– – 0.17% 96
2025
Q3 		$326K Buy
+4,578
New +$300K 0.17% 86

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

Aegis Wealth Management (Maryland)'s ES Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) reduced its Eversource Energy (ES) stake by 4.7% in Q2 2026, selling an estimated $14.9K and leaving 4,348 shares worth $314K. The position accounts for 0.15% of the portfolio, ranked #123.

Aegis Wealth Management (Maryland) first reported a position in ES in Q3 2025 and has held it in 4 quarters since. The position peaked at $326K in Q3 2025. 1,116 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 4,348 shares of Eversource Energy worth $314K as of Q2 2026.
  • Aegis Wealth Management (Maryland) sold 215 Eversource Energy shares in Q2 2026, an estimated $14.9K.
  • Eversource Energy made up 0.15% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #123 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • Aegis Wealth Management (Maryland)'s Eversource Energy position peaked at $326K in Q3 2025.
  • 1,116 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.