CWG
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Cornerstone Wealth Group’s Eversource Energy ES Stock Holding History

Cornerstone Wealth Group’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 		$271K Buy
3,750
+526
+16% +$36.4K 0.02% 387
2026
Q1 		$215K Sell
3,224
-10
-0.3% -$707 0.01% 419
2025
Q4 		$218K Buy
+3,234
New +$227K 0.01% 356

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

Cornerstone Wealth Group's ES Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Eversource Energy (ES) stake by 16% in Q2 2026, buying an estimated $36.4K and bringing the position to 3,750 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #387.

Cornerstone Wealth Group first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cornerstone Wealth Group held 3,750 shares of Eversource Energy worth $271K as of Q2 2026.
  • Cornerstone Wealth Group bought 526 Eversource Energy shares in Q2 2026, an estimated $36.4K.
  • Eversource Energy made up 0.02% of Cornerstone Wealth Group's portfolio in Q2 2026, its #387 holding.
  • Cornerstone Wealth Group first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.