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Evolve Private Wealth’s Eversource Energy ES Stock Holding History

Evolve Private 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 		$1.38M Buy
19,074
+11,451
+150% +$793K 0.08% 214
2026
Q1 		$528K Buy
7,623
+1,401
+23% +$99K 0.03% 555
2025
Q4 		$419K Buy
+6,222
New +$437K 0.02% 602

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Evolve Private Wealth's ES Position: Q2 2026 in Review

Evolve Private Wealth increased its Eversource Energy (ES) stake by 150% in Q2 2026, buying an estimated $793K and bringing the position to 19,074 shares worth $1.38M. The position accounts for 0.08% of the portfolio, ranked #214.

Evolve Private Wealth first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Evolve Private Wealth held 19,074 shares of Eversource Energy worth $1.38M as of Q2 2026.
  • Evolve Private Wealth bought 11,451 Eversource Energy shares in Q2 2026, an estimated $793K.
  • Eversource Energy made up 0.08% of Evolve Private Wealth's portfolio in Q2 2026, its #214 holding.
  • Evolve Private Wealth first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.