Baker Avenue Asset Management’s Eversource Energy ES Stock Holding History

Baker Avenue Asset 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	$914K	Buy	12,643 +3,393	+37%	+$235K	0.02%	321
2026 Q1	$641K	Buy	9,250 +4,258	+85%	+$301K	0.01%	365
2025 Q4	$336K	Buy	4,992 +1,129	+29%	+$79.3K	0.01%	475
2025 Q3	$275K	Buy	+3,863	New	+$253K	0.01%	500
2023 Q4	–	Sell	-90	Closed	-$5.23K	–	704
2023 Q3	$5.23K	Buy	90 +47	+109%	+$3.13K	﹤0.01%	931
2023 Q2	$3.05K	Sell	43 -12	-22%	-$894	﹤0.01%	911
2023 Q1	$4.3K	Sell	55 -87	-61%	-$6.87K	﹤0.01%	887
2022 Q4	$11.9K	Buy	+142	New	+$11.3K	﹤0.01%	689

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

Baker Avenue Asset Management's ES Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Eversource Energy (ES) stake by 37% in Q2 2026, buying an estimated $235K and bringing the position to 12,643 shares worth $914K. The position accounts for 0.02% of the portfolio, ranked #321.

Baker Avenue Asset Management first reported a position in ES in Q4 2022 and has held it in 8 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Baker Avenue Asset Management held 12,643 shares of Eversource Energy worth $914K as of Q2 2026.
Baker Avenue Asset Management bought 3,393 Eversource Energy shares in Q2 2026, an estimated $235K.
Eversource Energy made up 0.02% of Baker Avenue Asset Management's portfolio in Q2 2026, its #321 holding.
Baker Avenue Asset Management first reported a position in Eversource Energy in Q4 2022 and has held it in 8 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.