Diversify Wealth Management’s Eversource Energy ES Stock Holding History

Diversify 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 Q3	$241K	Buy	+3,655	New	+$260K	﹤0.01%	1160

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Diversify Wealth Management's ES Position: Q3 2026 in Review

Diversify Wealth Management opened a new position in Eversource Energy (ES) in Q3 2026: 3,655 shares worth $241K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings.

272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Diversify Wealth Management held 3,655 shares of Eversource Energy worth $241K as of Q3 2026.
Eversource Energy was a new Diversify Wealth Management position in Q3 2026.
Eversource Energy made up ﹤0.01% of Diversify Wealth Management's portfolio in Q3 2026, its #1160 holding.
272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Diversify Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.