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Bullock Wealth Management’s Eversource Energy ES Stock Holding History

Bullock 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 		$72.5K Buy
1,004
+10
+1% +$693 0.03% 247
2026
Q1 		$69.2K Buy
994
+11
+1% +$777 0.03% 246
2025
Q4 		$66.2K Buy
983
+11
+1% +$772 0.03% 234
2025
Q3 		$69.6K Buy
972
+7
+0.7% +$459 0.03% 233
2025
Q2 		$62.3K Buy
965
+9
+0.9% +$555 0.03% 227
2025
Q1 		$59.4K Sell
956
-149
-13% -$8.89K 0.03% 230
2024
Q4 		$63.5K Sell
1,105
-22
-2% -$1.37K 0.04% 226
2024
Q3 		$76.3K Sell
1,127
-63
-5% -$4.07K 0.05% 206
2024
Q2 		$67.3K Sell
1,190
-33
-3% -$1.96K 0.04% 210
2024
Q1 		$72K Buy
+1,223
New +$70.3K 0.05% 211

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

Bullock Wealth Management's ES Position: Q2 2026 in Review

Bullock Wealth Management increased its Eversource Energy (ES) stake by 1% in Q2 2026, buying an estimated $693 and bringing the position to 1,004 shares worth $72.5K. The position accounts for 0.03% of the portfolio, ranked #247.

Bullock Wealth Management first reported a position in ES in Q1 2024 and has held it in 10 quarters since. The position peaked at $76.3K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bullock Wealth Management held 1,004 shares of Eversource Energy worth $72.5K as of Q2 2026.
  • Bullock Wealth Management bought 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Eversource Energy made up 0.03% of Bullock Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Bullock Wealth Management first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Eversource Energy position peaked at $76.3K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.