Finer Wealth Management’s Eversource Energy ES Stock Holding History

Finer 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	$664K	Buy	9,190 +352	+4%	+$24.4K	0.3%	53
2026 Q1	$612K	Buy	8,838 +149	+2%	+$10.5K	0.31%	54
2025 Q4	$585K	Hold	8,689	–	–	0.28%	53
2025 Q3	$618K	Sell	8,689 -23	-0.3%	-$1.51K	0.31%	52
2025 Q2	$554K	Hold	8,712	–	–	0.3%	54
2025 Q1	$541K	Hold	8,712	–	–	0.32%	56
2024 Q4	$500K	Hold	8,712	–	–	0.29%	57
2024 Q3	$593K	Hold	8,712	–	–	0.37%	52
2024 Q2	$494K	Sell	8,712 -1,618	-16%	-$95.9K	0.32%	53
2024 Q1	$617K	Hold	10,330	–	–	0.41%	51
2023 Q4	$638K	Sell	10,330 -47	-0.5%	-$2.71K	0.47%	45
2023 Q3	$603K	Buy	10,377 +202	+2%	+$13.5K	0.48%	45
2023 Q2	$722K	Buy	10,175 +250	+3%	+$18.6K	0.56%	43
2023 Q1	$777K	Buy	9,925 +48	+0.5%	+$3.79K	0.66%	39
2022 Q4	$828K	Hold	9,877	–	–	0.77%	35
2022 Q3	$770K	Hold	9,877	–	–	0.76%	37
2022 Q2	$834K	Sell	9,877 -3,745	-27%	-$333K	0.76%	38
2022 Q1	$1.2M	Sell	13,622 -1,144	-8%	-$97.8K	0.98%	34
2021 Q4	$1.34M	Buy	+14,766	New	+$1.27M	1.11%	29

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Finer Wealth Management increased its Eversource Energy (ES) stake by 4% in Q2 2026, buying an estimated $24.4K and bringing the position to 9,190 shares worth $664K. The position accounts for 0.3% of the portfolio, ranked #53.

Finer Wealth Management first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.34M in Q4 2021. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Finer Wealth Management held 9,190 shares of Eversource Energy worth $664K as of Q2 2026.
Finer Wealth Management bought 352 Eversource Energy shares in Q2 2026, an estimated $24.4K.
Eversource Energy made up 0.3% of Finer Wealth Management's portfolio in Q2 2026, its #53 holding.
Finer Wealth Management first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
Finer Wealth Management's Eversource Energy position peaked at $1.34M in Q4 2021.
1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Finer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.