Evergreen Wealth Solutions’s Eversource Energy ES Stock Holding History

Evergreen Wealth Solutions’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	$325K	Buy	+4,495	New	+$311K	0.02%	407

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Evergreen Wealth Solutions's ES Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Eversource Energy (ES) in Q2 2026: 4,495 shares worth $325K. The stake represents 0.02% of the portfolio and ranks #407 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Evergreen Wealth Solutions held 4,495 shares of Eversource Energy worth $325K as of Q2 2026.
Eversource Energy was a new Evergreen Wealth Solutions position in Q2 2026.
Eversource Energy made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #407 holding.
1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.