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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Baron Wealth Management increased its Eversource Energy (ES) stake by 38% in Q2 2026, buying an estimated $79K and bringing the position to 4,173 shares worth $302K. The position accounts for 0.08% of the portfolio, ranked #198.

Baron Wealth Management first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Baron Wealth Management held 4,173 shares of Eversource Energy worth $302K as of Q2 2026.
  • Baron Wealth Management bought 1,141 Eversource Energy shares in Q2 2026, an estimated $79K.
  • Eversource Energy made up 0.08% of Baron Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Baron Wealth Management first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.