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Connecticut Wealth Management’s Eversource Energy ES Stock Holding History

Connecticut 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 		$537K Sell
7,436
-380
-5% -$26.3K 0.02% 230
2026
Q1 		$541K Hold
7,816
– – 0.02% 219
2025
Q4 		$526K Hold
7,816
– – 0.02% 223
2025
Q3 		$556K Hold
7,816
– – 0.02% 225
2025
Q2 		$497K Buy
7,816
+1,681
+27% +$104K 0.02% 216
2025
Q1 		$381K Sell
6,135
-88
-1% -$5.25K 0.02% 234
2024
Q4 		$357K Buy
6,223
+588
+10% +$36.6K 0.02% 214
2024
Q3 		$383K Sell
5,635
-500
-8% -$32.3K 0.02% 245
2024
Q2 		$348K Sell
6,135
-379
-6% -$22.5K 0.02% 246
2024
Q1 		$389K Buy
6,514
+8
+0.1% +$460 0.02% 243
2023
Q4 		$402K Buy
6,506
+1,062
+20% +$61.2K 0.02% 233
2023
Q3 		$317K Hold
5,444
– – 0.02% 219
2023
Q2 		$386K Hold
5,444
– – 0.03% 177
2023
Q1 		$426K Buy
5,444
+336
+7% +$26.5K 0.03% 150
2022
Q4 		$428K Hold
5,108
– – 0.04% 123
2022
Q3 		$398K Buy
5,108
+896
+21% +$79K 0.04% 120
2022
Q2 		$356K Sell
4,212
-639
-13% -$56.8K 0.03% 140
2022
Q1 		$428K Buy
4,851
+87
+2% +$7.44K 0.03% 128
2021
Q4 		$433K Hold
4,764
– – 0.03% 131
2021
Q3 		$389K Buy
4,764
+1
+0% +$87 0.03% 130
2021
Q2 		$382K Sell
4,763
-7,021
-60% -$591K 0.03% 131
2021
Q1 		$1.02M Buy
11,784
+12
+0.1% +$1.02K 0.09% 67
2020
Q4 		$1.02M Sell
11,772
-368
-3% -$32.8K 0.11% 73
2020
Q3 		$1.01M Buy
12,140
+8,826
+266% +$756K 0.11% 80
2020
Q2 		$276K Buy
3,314
+361
+12% +$29.9K 0.03% 120
2020
Q1 		$231K Buy
2,953
+1
+0% +$88 0.03% 132
2019
Q4 		$251K Buy
2,952
+49
+2% +$4.08K 0.03% 146
2019
Q3 		$248K Buy
+2,903
New +$231K 0.03% 136

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

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

Connecticut Wealth Management reduced its Eversource Energy (ES) stake by 4.9% in Q2 2026, selling an estimated $26.3K and leaving 7,436 shares worth $537K. The position accounts for 0.02% of the portfolio, ranked #230.

Connecticut Wealth Management first reported a position in ES in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.02M in Q1 2021. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Connecticut Wealth Management held 7,436 shares of Eversource Energy worth $537K as of Q2 2026.
  • Connecticut Wealth Management sold 380 Eversource Energy shares in Q2 2026, an estimated $26.3K.
  • Eversource Energy made up 0.02% of Connecticut Wealth Management's portfolio in Q2 2026, its #230 holding.
  • Connecticut Wealth Management first reported a position in Eversource Energy in Q3 2019 and has held it in 28 quarters since.
  • Connecticut Wealth Management's Eversource Energy position peaked at $1.02M in Q1 2021.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.