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Evoke Wealth’s Eversource Energy ES Stock Holding History

Evoke 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
-5,539
Closed -$384K – 200
2026
Q1 		$384K Buy
5,539
+1,378
+33% +$97.4K 0.01% 470
2025
Q4 		$280K Buy
4,161
+394
+10% +$27.7K 0.01% 537
2025
Q3 		$268K Buy
+3,767
New +$247K 0.01% 532
2022
Q4 		– Sell
-41
Closed -$3K – 625
2022
Q3 		$3K Hold
41
– – ﹤0.01% 961
2022
Q2 		$3K Sell
41
-5
-11% -$444 ﹤0.01% 975
2022
Q1 		$4K Buy
46
+41
+820% +$3.51K ﹤0.01% 945
2021
Q4 		$0 Buy
+5
New +$430 ﹤0.01% 1203
2021
Q2 		– Sell
-3
Closed – – 1182
2021
Q1 		$0 Hold
3
– – ﹤0.01% 1176
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1053
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1048
2020
Q2 		$0 Sell
3
-104
-97% -$8.61K ﹤0.01% 1107
2020
Q1 		$8.37K Sell
107
-47
-31% -$4.12K ﹤0.01% 530
2019
Q4 		$13.1K Buy
154
+98
+175% +$8.15K ﹤0.01% 685
2019
Q3 		$4.79K Buy
+56
New +$4.45K ﹤0.01% 1011

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

Evoke Wealth's ES Position: Q2 2026 in Review

Evoke Wealth sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 5,539 shares — an estimated $384K sold.

Evoke Wealth first reported a position in ES in Q3 2019 and held it in 14 quarters. The position peaked at $384K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Evoke Wealth reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 5,539 Eversource Energy shares in Q2 2026, an estimated $384K.
  • Evoke Wealth first reported a position in Eversource Energy in Q3 2019 and held it in 14 quarters.
  • Evoke Wealth's Eversource Energy position peaked at $384K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.