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Cornerstone Wealth Management’s Eversource Energy ES Stock Holding History

Cornerstone 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 		$387K Buy
+5,355
New +$371K 0.02% 546
2018
Q1 		– Sell
-10,125
Closed -$631K – 394
2017
Q4 		$631K Sell
10,125
-98
-1% -$6.2K 0.12% 171
2017
Q3 		$617K Buy
+10,223
New +$631K 0.13% 158

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 Management's ES Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in Eversource Energy (ES) in Q2 2026: 5,355 shares worth $387K. The stake represents 0.02% of the portfolio and ranks #546 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in ES as recently as Q4 2017.

Cornerstone Wealth Management first reported a position in ES in Q3 2017 and has held it in 3 quarters since. The position peaked at $631K in Q4 2017. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cornerstone Wealth Management held 5,355 shares of Eversource Energy worth $387K as of Q2 2026.
  • Eversource Energy was a new Cornerstone Wealth Management position in Q2 2026.
  • Eversource Energy made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #546 holding.
  • Cornerstone Wealth Management first reported a position in Eversource Energy in Q3 2017 and has held it in 3 quarters since.
  • Cornerstone Wealth Management's Eversource Energy position peaked at $631K in Q4 2017.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.