Frank Rimerman Advisors’s Eversource Energy ES Stock Holding History

Frank Rimerman Advisors’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	$232K	Buy	3,354 +9	+0.3%	+$636	0.02%	548
2025 Q4	$225K	Sell	3,345 -95	-3%	-$6.67K	0.01%	575
2025 Q3	$245K	Sell	3,440 -140	-4%	-$9.18K	0.02%	535
2025 Q2	$228K	Sell	3,580 -1,389	-28%	-$85.6K	0.02%	516
2025 Q1	$309K	Buy	4,969 +1,019	+26%	+$60.8K	0.02%	404
2024 Q4	$227K	Buy	3,950 +3	+0.1%	+$187	0.02%	473
2024 Q3	$269K	Sell	3,947 -39,320	-91%	-$2.54M	0.02%	449
2024 Q2	$2.45M	Buy	+43,267	New	+$2.57M	0.17%	98

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

Frank Rimerman Advisors's ES Position: Q1 2026 in Review

Frank Rimerman Advisors increased its Eversource Energy (ES) stake by 0.27% in Q1 2026, buying an estimated $636 and bringing the position to 3,354 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #548.

Frank Rimerman Advisors first reported a position in ES in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.45M in Q2 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Frank Rimerman Advisors held 3,354 shares of Eversource Energy worth $232K as of Q1 2026.
Frank Rimerman Advisors bought 9 Eversource Energy shares in Q1 2026, an estimated $636.
Eversource Energy made up 0.02% of Frank Rimerman Advisors's portfolio in Q1 2026, its #548 holding.
Frank Rimerman Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
Frank Rimerman Advisors's Eversource Energy position peaked at $2.45M in Q2 2024.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.