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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Evoke Wealth's ES Position: Q1 2026 in Review

Evoke Wealth increased its Eversource Energy (ES) stake by 33% in Q1 2026, buying an estimated $97.4K and bringing the position to 5,539 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #470.

Evoke Wealth first reported a position in ES in Q3 2019 and has held it in 14 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Evoke Wealth held 5,539 shares of Eversource Energy worth $384K as of Q1 2026.
Evoke Wealth bought 1,378 Eversource Energy shares in Q1 2026, an estimated $97.4K.
Eversource Energy made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #470 holding.
Evoke Wealth first reported a position in Eversource Energy in Q3 2019 and has held it in 14 quarters since.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.