GeoWealth Management’s Eversource Energy ES Stock Holding History

GeoWealth 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	$1.33M	Sell	18,375 -3,024	-14%	-$209K	0.04%	259
2026 Q1	$1.48M	Buy	21,399 +7,468	+54%	+$528K	0.05%	209
2025 Q4	$938K	Buy	13,931 +423	+3%	+$29.7K	0.03%	287
2025 Q3	$961K	Buy	13,508 +3,891	+40%	+$255K	0.04%	308
2025 Q2	$612K	Buy	+9,617	New	+$593K	0.02%	357
2025 Q1	–	Sell	-1,420	Closed	-$81.6K	–	1282
2024 Q4	$81.6K	Buy	1,420 +109	+8%	+$6.79K	﹤0.01%	1022
2024 Q3	$89.2K	Buy	+1,311	New	+$84.7K	﹤0.01%	916
2023 Q4	–	Sell	-317	Closed	-$18K	–	682
2023 Q3	$18K	Buy	317 +94	+42%	+$6.27K	﹤0.01%	438
2023 Q2	$15K	Sell	223 -6	-3%	-$447	﹤0.01%	392
2023 Q1	$17K	Buy	229 +8	+4%	+$632	﹤0.01%	327
2022 Q4	$18K	Sell	221 -46	-17%	-$3.65K	﹤0.01%	323
2022 Q3	$20K	Buy	267 +42	+19%	+$3.7K	﹤0.01%	313
2022 Q2	$18K	Buy	225 +41	+22%	+$3.64K	﹤0.01%	307
2022 Q1	$16K	Buy	184 +9	+5%	+$770	﹤0.01%	377
2021 Q4	$16K	Sell	175 -1	-0.6%	-$86	﹤0.01%	362
2021 Q3	$14K	Sell	176 -376	-68%	-$32.6K	﹤0.01%	382
2021 Q2	$44K	Buy	+552	New	+$46.5K	0.01%	259

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

GeoWealth Management's ES Position: Q2 2026 in Review

GeoWealth Management reduced its Eversource Energy (ES) stake by 14% in Q2 2026, selling an estimated $209K and leaving 18,375 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #259.

GeoWealth Management first reported a position in ES in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.48M in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

GeoWealth Management held 18,375 shares of Eversource Energy worth $1.33M as of Q2 2026.
GeoWealth Management sold 3,024 Eversource Energy shares in Q2 2026, an estimated $209K.
Eversource Energy made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #259 holding.
GeoWealth Management first reported a position in Eversource Energy in Q2 2021 and has held it in 17 quarters since.
GeoWealth Management's Eversource Energy position peaked at $1.48M in Q1 2026.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.