Axxcess Wealth Management’s Eversource Energy ES Stock Holding History

Axxcess Wealth Management’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	$253K	Buy	+3,496	New	+$242K	﹤0.01%	912
2026 Q1	–	Sell	-3,496	Closed	-$235K	–	582
2025 Q4	$235K	Hold	3,496	–	–	﹤0.01%	934
2025 Q3	$249K	Hold	3,496	–	–	0.01%	817
2025 Q2	$222K	Hold	3,496	–	–	0.01%	814
2025 Q1	$217K	Hold	3,496	–	–	0.01%	791
2024 Q4	$201K	Hold	3,496	–	–	﹤0.01%	821
2024 Q3	$238K	Buy	+3,496	New	+$226K	0.01%	775
2024 Q2	–	Sell	-3,746	Closed	-$224K	–	879
2024 Q1	$224K	Sell	3,746 -716	-16%	-$41.2K	0.01%	777
2023 Q4	$275K	Buy	+4,462	New	+$257K	0.01%	668

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Axxcess Wealth Management's ES Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Eversource Energy (ES) in Q2 2026: 3,496 shares worth $253K. The stake represents ﹤0.01% of the portfolio and ranks #912 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in ES as recently as Q4 2025.

Axxcess Wealth Management first reported a position in ES in Q4 2023 and has held it in 9 quarters since. The position peaked at $275K in Q4 2023. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Axxcess Wealth Management held 3,496 shares of Eversource Energy worth $253K as of Q2 2026.
Eversource Energy was a new Axxcess Wealth Management position in Q2 2026.
Eversource Energy made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #912 holding.
Axxcess Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 9 quarters since.
Axxcess Wealth Management's Eversource Energy position peaked at $275K in Q4 2023.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.