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Aventura Private Wealth’s Eversource Energy ES Stock Holding History

Aventura Private Wealth’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 		$2.17K Buy
30
+16
+114% +$1.11K ﹤0.01% 817
2026
Q1 		$970 Hold
14
– – ﹤0.01% 804
2025
Q4 		$943 Buy
14
+5
+56% +$351 ﹤0.01% 753
2025
Q3 		$640 Sell
9
-675
-99% -$44.3K ﹤0.01% 753
2025
Q2 		$43.5K Buy
+684
New +$42.2K 0.02% 296

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Aventura Private Wealth's ES Position: Q2 2026 in Review

Aventura Private Wealth increased its Eversource Energy (ES) stake by 114% in Q2 2026, buying an estimated $1.11K and bringing the position to 30 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Aventura Private Wealth first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $43.5K in Q2 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Aventura Private Wealth held 30 shares of Eversource Energy worth $2.17K as of Q2 2026.
  • Aventura Private Wealth bought 16 Eversource Energy shares in Q2 2026, an estimated $1.11K.
  • Eversource Energy made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #817 holding.
  • Aventura Private Wealth first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • Aventura Private Wealth's Eversource Energy position peaked at $43.5K in Q2 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.