Beaird Harris Wealth Management’s Eversource Energy ES Stock Holding History

Beaird Harris 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	$61.4K	Hold	850	–	–	﹤0.01%	246
2026 Q1	$58.9K	Hold	850	–	–	﹤0.01%	229
2025 Q4	$57.2K	Hold	850	–	–	﹤0.01%	241
2025 Q3	$60.5K	Hold	850	–	–	﹤0.01%	228
2025 Q2	$54.1K	Hold	850	–	–	﹤0.01%	241
2025 Q1	$52.8K	Hold	850	–	–	﹤0.01%	218
2024 Q4	$48.8K	Hold	850	–	–	﹤0.01%	229
2024 Q3	$57.8K	Hold	850	–	–	0.01%	220
2024 Q2	$48.2K	Hold	850	–	–	﹤0.01%	228
2024 Q1	$50.8K	Buy	+850	New	+$48.9K	0.01%	204
2022 Q1	–	Sell	-700	Closed	-$64K	–	639
2021 Q4	$64K	Buy	+700	New	+$60.2K	0.02%	207

Other funds holding ES

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Beaird Harris Wealth Management's ES Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 850 shares worth $61.4K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Beaird Harris Wealth Management first reported a position in ES in Q4 2021 and has held it in 11 quarters since. The position peaked at $64K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Beaird Harris Wealth Management held 850 shares of Eversource Energy worth $61.4K as of Q2 2026.
Beaird Harris Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #246 holding.
Beaird Harris Wealth Management first reported a position in Eversource Energy in Q4 2021 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Eversource Energy position peaked at $64K in Q4 2021.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.