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Beirne Wealth Consulting Services’s Eversource Energy ES Stock Holding History

Beirne Wealth Consulting Services’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 		$216K Sell
2,993
-1,080
-27% -$74.8K 0.04% 98
2026
Q1 		$282K Sell
4,073
-29
-0.7% -$2.05K 0.08% 93
2025
Q4 		$276K Hold
4,102
– – 0.08% 94
2025
Q3 		$292K Hold
4,102
– – 0.07% 159
2025
Q2 		$261K Sell
4,102
-95
-2% -$5.85K 0.08% 84
2025
Q1 		$261K Sell
4,197
-45
-1% -$2.69K 0.09% 84
2024
Q4 		$244K Sell
4,242
-8
-0.2% -$499 0.09% 83
2024
Q3 		$289K Buy
+4,250
New +$275K 0.1% 82
2024
Q1 		– Sell
-3,607
Closed -$223K – 116
2023
Q4 		$223K Buy
3,607
+374
+12% +$21.6K 0.11% 133
2023
Q3 		$229K Hold
3,233
– – 0.18% 80
2023
Q2 		$229K Hold
3,233
– – 0.18% 80
2023
Q1 		$253K Sell
3,233
-48
-1% -$3.79K 0.18% 82
2022
Q4 		$275K Hold
3,281
– – 0.14% 75
2022
Q3 		$256K Sell
3,281
-2,181
-40% -$192K 0.1% 83
2022
Q2 		$461K Sell
5,462
-50
-0.9% -$4.44K 0.3% 59
2022
Q1 		$485K Sell
5,512
-15
-0.3% -$1.28K 0.27% 59
2021
Q4 		$503K Hold
5,527
– – 0.28% 53
2021
Q3 		$452K Sell
5,527
-75
-1% -$6.51K 0.26% 55
2021
Q2 		$449K Hold
5,602
– – 0.25% 57
2021
Q1 		$485K Sell
5,602
-482
-8% -$40.9K 0.28% 48
2020
Q4 		$526K Hold
6,084
– – 0.26% 73
2020
Q3 		$508K Buy
6,084
+482
+9% +$41.3K 0.3% 65
2020
Q2 		$466K Hold
5,602
– – 0.38% 45
2020
Q1 		$438K Hold
5,602
– – 0.47% 38
2019
Q4 		$477K Sell
5,602
-577
-9% -$48K 0.42% 45
2019
Q3 		$528K Sell
6,179
-148
-2% -$11.8K 0.44% 59
2019
Q2 		$479K Sell
6,327
-225
-3% -$16.5K 0.43% 69
2019
Q1 		$465K Buy
6,552
+2,202
+51% +$152K 0.37% 89
2018
Q4 		$283K Buy
+4,350
New +$283K 0.24% 130

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beirne Wealth Consulting Services's ES Position: Q2 2026 in Review

Beirne Wealth Consulting Services reduced its Eversource Energy (ES) stake by 27% in Q2 2026, selling an estimated $74.8K and leaving 2,993 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #98.

Beirne Wealth Consulting Services first reported a position in ES in Q4 2018 and has held it in 29 quarters since. The position peaked at $528K in Q3 2019. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Beirne Wealth Consulting Services held 2,993 shares of Eversource Energy worth $216K as of Q2 2026.
  • Beirne Wealth Consulting Services sold 1,080 Eversource Energy shares in Q2 2026, an estimated $74.8K.
  • Eversource Energy made up 0.04% of Beirne Wealth Consulting Services's portfolio in Q2 2026, its #98 holding.
  • Beirne Wealth Consulting Services first reported a position in Eversource Energy in Q4 2018 and has held it in 29 quarters since.
  • Beirne Wealth Consulting Services's Eversource Energy position peaked at $528K in Q3 2019.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q2 2026, filed 15 Jul 2026.