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Belpointe Asset Management’s Eversource Energy ES Stock Holding History

Belpointe Asset 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 		$879K Buy
12,165
+3,633
+43% +$252K 0.03% 532
2026
Q1 		$591K Buy
8,532
+78
+0.9% +$5.51K 0.02% 638
2025
Q4 		$569K Buy
8,454
+1,125
+15% +$79K 0.02% 614
2025
Q3 		$521K Buy
7,329
+420
+6% +$27.5K 0.02% 614
2025
Q2 		$440K Sell
6,909
-84
-1% -$5.18K 0.02% 619
2025
Q1 		$434K Buy
6,993
+284
+4% +$16.9K 0.02% 611
2024
Q4 		$453K Sell
6,709
-65
-1% -$4.05K 0.03% 534
2024
Q3 		$461K Buy
6,774
+1,631
+32% +$105K 0.03% 525
2024
Q2 		$292K Buy
5,143
+3
+0.1% +$178 0.02% 595
2024
Q1 		$307K Sell
5,140
-720
-12% -$41.4K 0.02% 580
2023
Q4 		$362K Sell
5,860
-359
-6% -$20.7K 0.03% 464
2023
Q3 		$362K Buy
6,219
+1,666
+37% +$111K 0.04% 419
2023
Q2 		$323K Sell
4,553
-1,297
-22% -$96.6K 0.03% 425
2023
Q1 		$458K Buy
5,850
+512
+10% +$40.4K 0.02% 592
2022
Q4 		$448K Sell
5,338
-197
-4% -$15.6K 0.03% 585
2022
Q3 		$431K Buy
5,535
+595
+12% +$52.4K 0.03% 564
2022
Q2 		$418K Buy
4,940
+67
+1% +$5.95K 0.03% 563
2022
Q1 		$430K Buy
4,873
+206
+4% +$17.6K 0.03% 593
2021
Q4 		$425K Sell
4,667
-163
-3% -$14K 0.03% 574
2021
Q3 		$395K Sell
4,830
-1,299
-21% -$113K 0.03% 579
2021
Q2 		$492K Buy
6,129
+3,621
+144% +$305K 0.04% 505
2021
Q1 		$217K Sell
2,508
-26
-1% -$2.21K 0.02% 716
2020
Q4 		$219K Buy
2,534
+69
+3% +$6.14K 0.02% 668
2020
Q3 		$206K Buy
+2,465
New +$211K 0.02% 534

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

Belpointe Asset Management's ES Position: Q2 2026 in Review

Belpointe Asset Management increased its Eversource Energy (ES) stake by 43% in Q2 2026, buying an estimated $252K and bringing the position to 12,165 shares worth $879K. The position accounts for 0.03% of the portfolio, ranked #532.

Belpointe Asset Management first reported a position in ES in Q3 2020 and has held it in 24 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Belpointe Asset Management held 12,165 shares of Eversource Energy worth $879K as of Q2 2026.
  • Belpointe Asset Management bought 3,633 Eversource Energy shares in Q2 2026, an estimated $252K.
  • Eversource Energy made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #532 holding.
  • Belpointe Asset Management first reported a position in Eversource Energy in Q3 2020 and has held it in 24 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.