EWM
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Evolution Wealth Management’s Eversource Energy ES Stock Holding History

Evolution 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 		$1.95K Hold
27
– – ﹤0.01% 829
2026
Q1 		$1.87K Buy
+27
New +$1.91K ﹤0.01% 750

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

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

Evolution Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 27 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Evolution Wealth Management first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Evolution Wealth Management held 27 shares of Eversource Energy worth $1.95K as of Q2 2026.
  • Evolution Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #829 holding.
  • Evolution Wealth Management first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.