Golden State Wealth Management’s Eversource Energy ES Stock Holding History

Golden State 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	$25K	Buy	345 +94	+37%	+$6.51K	﹤0.01%	908
2026 Q1	$17.4K	Buy	251 +6	+2%	+$424	﹤0.01%	947
2025 Q4	$16.5K	Sell	245 -8	-3%	-$562	﹤0.01%	972
2025 Q3	$18.1K	Buy	253 +1	+0.4%	+$66	﹤0.01%	939
2025 Q2	$16K	Buy	252 +2	+0.8%	+$123	﹤0.01%	939
2025 Q1	$15.6K	Buy	250 +2	+0.8%	+$119	﹤0.01%	871
2024 Q4	$14.3K	Buy	+248	New	+$15.5K	﹤0.01%	858
2020 Q2	–	Sell	-767	Closed	-$60K	–	394
2020 Q1	$60K	Buy	+767	New	+$67.3K	0.03%	329
2019 Q4	–	Sell	-767	Closed	-$66K	–	307
2019 Q3	$66K	Buy	767 +1	+0.1%	+$79	0.02%	377
2019 Q2	$58K	Sell	766 -48	-6%	-$3.51K	0.02%	420
2019 Q1	$58K	Buy	+814	New	+$56.1K	0.02%	408

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Golden State Wealth Management's ES Position: Q2 2026 in Review

Golden State Wealth Management increased its Eversource Energy (ES) stake by 37% in Q2 2026, buying an estimated $6.51K and bringing the position to 345 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

Golden State Wealth Management first reported a position in ES in Q1 2019 and has held it in 11 quarters since. The position peaked at $66K in Q3 2019. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Golden State Wealth Management held 345 shares of Eversource Energy worth $25K as of Q2 2026.
Golden State Wealth Management bought 94 Eversource Energy shares in Q2 2026, an estimated $6.51K.
Eversource Energy made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #908 holding.
Golden State Wealth Management first reported a position in Eversource Energy in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Eversource Energy position peaked at $66K in Q3 2019.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.