Avidian Wealth Enterprises
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
Q3 		$441K Buy
6,866
+176
+3% +$12.5K 0.01% 513
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

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Vest Financial
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Avidian Wealth Enterprises's ES Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Eversource Energy (ES) stake by 2.6% in Q3 2026, buying an estimated $12.5K and bringing the position to 6,866 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #513.

Avidian Wealth Enterprises first reported a position in ES in Q1 2025 and has held it in 7 quarters since. The position peaked at $484K in Q2 2026. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Avidian Wealth Enterprises held 6,866 shares of Eversource Energy worth $441K as of Q3 2026.
  • Avidian Wealth Enterprises bought 176 Eversource Energy shares in Q3 2026, an estimated $12.5K.
  • Eversource Energy made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #513 holding.
  • Avidian Wealth Enterprises first reported a position in Eversource Energy in Q1 2025 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Eversource Energy position peaked at $484K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.