Baron Wealth Management
ES icon

Baron Wealth Management’s Eversource Energy ES Stock Holding History

Baron 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
Q3 		$312K Buy
4,863
+690
+17% +$49.1K 0.08% 191
2026
Q2 		$302K Buy
4,173
+1,141
+38% +$79K 0.08% 198
2026
Q1 		$210K Buy
+3,032
New +$214K 0.06% 255

Other funds holding ES

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Baron Wealth Management's ES Position: Q3 2026 in Review

Baron Wealth Management increased its Eversource Energy (ES) stake by 17% in Q3 2026, buying an estimated $49.1K and bringing the position to 4,863 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #191.

Baron Wealth Management first reported a position in ES in Q1 2026 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Baron Wealth Management held 4,863 shares of Eversource Energy worth $312K as of Q3 2026.
  • Baron Wealth Management bought 690 Eversource Energy shares in Q3 2026, an estimated $49.1K.
  • Eversource Energy made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Baron Wealth Management first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.