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 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

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aspiriant LLC's ES Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Eversource Energy (ES) in Q2 2026: 3,889 shares worth $281K. The stake represents 0.01% of the portfolio and ranks #330 among its holdings. This is a return to the name: Aspiriant LLC previously reported a position in ES as recently as Q3 2017.

Aspiriant LLC first reported a position in ES in Q2 2016 and has held it in 7 quarters since. The position peaked at $922K in Q2 2016. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Aspiriant LLC held 3,889 shares of Eversource Energy worth $281K as of Q2 2026.
Eversource Energy was a new Aspiriant LLC position in Q2 2026.
Eversource Energy made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #330 holding.
Aspiriant LLC first reported a position in Eversource Energy in Q2 2016 and has held it in 7 quarters since.
Aspiriant LLC's Eversource Energy position peaked at $922K in Q2 2016.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.