Aprio Wealth Management
ES icon

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
Q3 		$618K Buy
9,628
+2,625
+37% +$187K 0.03% 356
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Aprio Wealth Management's ES Position: Q3 2026 in Review

Aprio Wealth Management increased its Eversource Energy (ES) stake by 37% in Q3 2026, buying an estimated $187K and bringing the position to 9,628 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #356.

Aprio Wealth Management first reported a position in ES in Q4 2025 and has held it in 4 quarters since. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Aprio Wealth Management held 9,628 shares of Eversource Energy worth $618K as of Q3 2026.
  • Aprio Wealth Management bought 2,625 Eversource Energy shares in Q3 2026, an estimated $187K.
  • Eversource Energy made up 0.03% of Aprio Wealth Management's portfolio in Q3 2026, its #356 holding.
  • Aprio Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 4 quarters since.
  • 599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.