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 Q2	$252K	Buy	3,482 +128	+4%	+$8.86K	0.01%	553
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 $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

Frank Rimerman Advisors's ES Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Eversource Energy (ES) stake by 3.8% in Q2 2026, buying an estimated $8.86K and bringing the position to 3,482 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #553.

Frank Rimerman Advisors first reported a position in ES in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.45M in Q2 2024. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Frank Rimerman Advisors held 3,482 shares of Eversource Energy worth $252K as of Q2 2026.
Frank Rimerman Advisors bought 128 Eversource Energy shares in Q2 2026, an estimated $8.86K.
Eversource Energy made up 0.01% of Frank Rimerman Advisors's portfolio in Q2 2026, its #553 holding.
Frank Rimerman Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Eversource Energy position peaked at $2.45M in Q2 2024.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.