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Avion Wealth’s Eversource Energy ES Stock Holding History

Avion 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 		$8K Buy
119
+10
+9% +$693 ﹤0.01% 651
2026
Q1 		$7K Hold
109
– – ﹤0.01% 571
2025
Q4 		$7K Buy
109
+1
+0.9% +$70 ﹤0.01% 576
2025
Q3 		$7K Buy
108
+7
+7% +$459 ﹤0.01% 565
2025
Q2 		$6K Buy
101
+4
+4% +$247 ﹤0.01% 574
2025
Q1 		$5K Hold
97
– – ﹤0.01% 537
2024
Q4 		$5K Buy
97
+5
+5% +$312 ﹤0.01% 536
2024
Q3 		$6K Buy
92
+75
+441% +$4.85K ﹤0.01% 481
2024
Q2 		$0 Hold
17
– – ﹤0.01% 1020
2024
Q1 		$2K Buy
17
+8
+89% +$460 ﹤0.01% 670
2023
Q4 		$1K Sell
9
-44
-83% -$2.54K ﹤0.01% 774
2023
Q3 		$2K Buy
53
+26
+96% +$1.73K ﹤0.01% 473
2023
Q2 		$1K Buy
27
+7
+35% +$521 ﹤0.01% 565
2023
Q1 		$1K Buy
20
+6
+43% +$474 ﹤0.01% 435
2022
Q4 		$1K Hold
14
– – ﹤0.01% 417
2022
Q3 		$1K Hold
14
– – ﹤0.01% 449
2022
Q2 		$1K Buy
+14
New +$1.24K ﹤0.01% 447
2020
Q4 		– Sell
-40
Closed -$3K – 357
2020
Q3 		$3K Hold
40
– – ﹤0.01% 253
2020
Q2 		$3K Hold
40
– – ﹤0.01% 230
2020
Q1 		$3K Buy
+40
New +$3.51K ﹤0.01% 239

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

Avion Wealth's ES Position: Q2 2026 in Review

Avion Wealth increased its Eversource Energy (ES) stake by 9.2% in Q2 2026, buying an estimated $693 and bringing the position to 119 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Avion Wealth first reported a position in ES in Q1 2020 and has held it in 20 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Avion Wealth held 119 shares of Eversource Energy worth $8K as of Q2 2026.
  • Avion Wealth bought 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Eversource Energy made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #651 holding.
  • Avion Wealth first reported a position in Eversource Energy in Q1 2020 and has held it in 20 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.