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

Aprio 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 		$506K Buy
7,003
+514
+8% +$35.6K 0.03% 380
2026
Q1 		$450K Buy
6,489
+2,447
+61% +$173K 0.02% 388
2025
Q4 		$272K Buy
+4,042
New +$284K 0.02% 461

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

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

Aprio Wealth Management increased its Eversource Energy (ES) stake by 7.9% in Q2 2026, buying an estimated $35.6K and bringing the position to 7,003 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #380.

Aprio Wealth Management first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Aprio Wealth Management held 7,003 shares of Eversource Energy worth $506K as of Q2 2026.
  • Aprio Wealth Management bought 514 Eversource Energy shares in Q2 2026, an estimated $35.6K.
  • Eversource Energy made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Aprio Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.