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 Q3	$248K	Buy	3,871 +389	+11%	+$27.7K	0.01%	552
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Frank Rimerman Advisors's ES Position: Q3 2026 in Review

Frank Rimerman Advisors increased its Eversource Energy (ES) stake by 11% in Q3 2026, buying an estimated $27.7K and bringing the position to 3,871 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #552.

Frank Rimerman Advisors first reported a position in ES in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.45M in Q2 2024. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Frank Rimerman Advisors held 3,871 shares of Eversource Energy worth $248K as of Q3 2026.
Frank Rimerman Advisors bought 389 Eversource Energy shares in Q3 2026, an estimated $27.7K.
Eversource Energy made up 0.01% of Frank Rimerman Advisors's portfolio in Q3 2026, its #552 holding.
Frank Rimerman Advisors first reported a position in Eversource Energy in Q2 2024 and has held it in 10 quarters since.
Frank Rimerman Advisors's Eversource Energy position peaked at $2.45M in Q2 2024.
599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.