AWE
ES icon

Avidian Wealth Enterprises’s Eversource Energy ES Stock Holding History

Avidian Wealth Enterprises’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 		$484K Buy
6,690
+146
+2% +$10.1K 0.01% 485
2026
Q1 		$453K Sell
6,544
-189
-3% -$13.4K 0.01% 460
2025
Q4 		$453K Buy
6,733
+135
+2% +$9.48K 0.02% 396
2025
Q3 		$469K Buy
6,598
+419
+7% +$27.5K 0.02% 379
2025
Q2 		$393K Buy
6,179
+176
+3% +$10.8K 0.02% 390
2025
Q1 		$373K Buy
+6,003
New +$358K 0.02% 364

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

Avidian Wealth Enterprises's ES Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Eversource Energy (ES) stake by 2.2% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,690 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #485.

Avidian Wealth Enterprises first reported a position in ES in Q1 2025 and has held it in 6 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Avidian Wealth Enterprises held 6,690 shares of Eversource Energy worth $484K as of Q2 2026.
  • Avidian Wealth Enterprises bought 146 Eversource Energy shares in Q2 2026, an estimated $10.1K.
  • Eversource Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #485 holding.
  • Avidian Wealth Enterprises first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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