Aspiriant LLC
ES icon

Aspiriant LLC’s Eversource Energy ES Stock Holding History

Aspiriant LLC’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 		– Sell
-3,889
Closed -$281K – 436
2026
Q2 		$281K Buy
+3,889
New +$269K 0.01% 330
2017
Q4 		– Sell
-4,291
Closed -$259K – 112
2017
Q3 		$259K Hold
4,291
– – 0.02% 177
2017
Q2 		$261K Sell
4,291
-4,039
-48% -$245K 0.02% 183
2017
Q1 		$490K Buy
8,330
+43
+0.5% +$2.44K 0.04% 150
2016
Q4 		$458K Sell
8,287
-8,287
-50% -$443K 0.04% 142
2016
Q3 		$898K Buy
16,574
+1,181
+8% +$66.7K 0.09% 109
2016
Q2 		$922K Buy
+15,393
New +$871K 0.09% 108

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Sound Income Strategies
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ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Aspiriant LLC's ES Position: Q3 2026 in Review

Aspiriant LLC sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 3,889 shares — an estimated $281K sold.

Aspiriant LLC first reported a position in ES in Q2 2016 and held it in 7 quarters. The position peaked at $922K in Q2 2016. 195 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Aspiriant LLC reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
  • Aspiriant LLC sold 3,889 Eversource Energy shares in Q3 2026, an estimated $281K.
  • Aspiriant LLC first reported a position in Eversource Energy in Q2 2016 and held it in 7 quarters.
  • Aspiriant LLC's Eversource Energy position peaked at $922K in Q2 2016.
  • 195 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.