Empirical Wealth Management’s Eversource Energy ES Stock Holding History

Empirical 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	$918K	Buy	12,703 +839	+7%	+$58.1K	0.01%	433
2026 Q1	$822K	Buy	11,864 +2,622	+28%	+$185K	0.01%	398
2025 Q4	$622K	Buy	+9,242	New	+$649K	0.01%	445
2022 Q2	–	Sell	-3,200	Closed	-$282K	–	486
2022 Q1	$282K	Buy	3,200 +105	+3%	+$8.98K	0.01%	415
2021 Q4	$282K	Buy	+3,095	New	+$266K	0.01%	431
2020 Q2	–	Sell	-2,800	Closed	-$219K	–	338
2020 Q1	$219K	Buy	2,800 +384	+16%	+$33.7K	0.02%	289
2019 Q4	$206K	Buy	+2,416	New	+$201K	0.02%	310

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Empirical Wealth Management increased its Eversource Energy (ES) stake by 7.1% in Q2 2026, buying an estimated $58.1K and bringing the position to 12,703 shares worth $918K. The position accounts for 0.01% of the portfolio, ranked #433.

Empirical Wealth Management first reported a position in ES in Q4 2019 and has held it in 7 quarters since. 777 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Empirical Wealth Management held 12,703 shares of Eversource Energy worth $918K as of Q2 2026.
Empirical Wealth Management bought 839 Eversource Energy shares in Q2 2026, an estimated $58.1K.
Eversource Energy made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #433 holding.
Empirical Wealth Management first reported a position in Eversource Energy in Q4 2019 and has held it in 7 quarters since.
777 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.