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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 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. 163 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.
163 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.