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BOK Financial Private Wealth’s Eversource Energy ES Stock Holding History

BOK Financial Private Wealth’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 		$3.47K Buy
+48
New +$3.32K ﹤0.01% 545
2025
Q1 		– Sell
-26
Closed -$1.49K – 540
2024
Q4 		$1.49K Buy
+26
New +$1.62K ﹤0.01% 465

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

BOK Financial Private Wealth's ES Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Eversource Energy (ES) in Q2 2026: 48 shares worth $3.47K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in ES as recently as Q4 2024.

BOK Financial Private Wealth first reported a position in ES in Q4 2024 and has held it in 2 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • BOK Financial Private Wealth held 48 shares of Eversource Energy worth $3.47K as of Q2 2026.
  • Eversource Energy was a new BOK Financial Private Wealth position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #545 holding.
  • BOK Financial Private Wealth first reported a position in Eversource Energy in Q4 2024 and has held it in 2 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.