HWM
ES icon

HB Wealth Management’s Eversource Energy ES Stock Holding History

HB 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 		$2.54M Buy
35,105
+11,330
+48% +$785K 0.01% 415
2026
Q1 		$1.65M Buy
23,775
+4,809
+25% +$340K 0.01% 485
2025
Q4 		$1.28M Buy
18,966
+1,165
+7% +$81.8K 0.01% 550
2025
Q3 		$1.27M Buy
17,801
+3,191
+22% +$209K 0.01% 548
2025
Q2 		$930K Buy
14,610
+2,194
+18% +$135K 0.01% 550
2025
Q1 		$771K Buy
12,416
+1,079
+10% +$64.4K 0.01% 619
2024
Q4 		$651K Sell
11,337
-1,894
-14% -$118K 0.01% 537
2024
Q3 		$900K Buy
13,231
+2,130
+19% +$138K 0.01% 419
2024
Q2 		$630K Buy
11,101
+746
+7% +$44.2K 0.01% 473
2024
Q1 		$619K Buy
10,355
+4,328
+72% +$249K 0.01% 442
2023
Q4 		$372K Buy
6,027
+1,682
+39% +$97K 0.01% 532
2023
Q3 		$253K Buy
+4,345
New +$290K ﹤0.01% 620

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HB Wealth Management's ES Position: Q2 2026 in Review

HB Wealth Management increased its Eversource Energy (ES) stake by 48% in Q2 2026, buying an estimated $785K and bringing the position to 35,105 shares worth $2.54M. The position accounts for 0.01% of the portfolio, ranked #415.

HB Wealth Management first reported a position in ES in Q3 2023 and has held it in 12 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • HB Wealth Management held 35,105 shares of Eversource Energy worth $2.54M as of Q2 2026.
  • HB Wealth Management bought 11,330 Eversource Energy shares in Q2 2026, an estimated $785K.
  • Eversource Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #415 holding.
  • HB Wealth Management first reported a position in Eversource Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.