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CreativeOne Wealth’s Eversource Energy ES Stock Holding History

CreativeOne 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 		– Sell
-4,776
Closed -$331K – 1215
2026
Q1 		$331K Buy
4,776
+587
+14% +$41.5K 0.01% 944
2025
Q4 		$282K Sell
4,189
-103
-2% -$7.23K 0.01% 979
2025
Q3 		$305K Buy
4,292
+483
+13% +$31.7K 0.01% 941
2025
Q2 		$242K Buy
+3,809
New +$235K 0.01% 998

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

CreativeOne Wealth's ES Position: Q2 2026 in Review

CreativeOne Wealth sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 4,776 shares — an estimated $331K sold.

CreativeOne Wealth first reported a position in ES in Q2 2025 and held it in 4 quarters. The position peaked at $331K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • CreativeOne Wealth reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 4,776 Eversource Energy shares in Q2 2026, an estimated $331K.
  • CreativeOne Wealth first reported a position in Eversource Energy in Q2 2025 and held it in 4 quarters.
  • CreativeOne Wealth's Eversource Energy position peaked at $331K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.