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High Note Wealth’s Eversource Energy ES Stock Holding History

High Note Wealth’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 		$5.57K Sell
77
-5
-6% -$346 ﹤0.01% 559
2026
Q1 		$5.68K Buy
82
+9
+12% +$636 ﹤0.01% 497
2025
Q4 		$4.92K Sell
73
-9
-11% -$632 ﹤0.01% 514
2025
Q3 		$5.83K Sell
82
-1
-1% -$66 ﹤0.01% 408
2025
Q2 		$5.28K Sell
83
-26
-24% -$1.6K ﹤0.01% 406
2025
Q1 		$6.77K Buy
109
+29
+36% +$1.73K ﹤0.01% 348
2024
Q4 		$4.59K Buy
+80
New +$4.99K ﹤0.01% 475

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

High Note Wealth's ES Position: Q2 2026 in Review

High Note Wealth reduced its Eversource Energy (ES) stake by 6.1% in Q2 2026, selling an estimated $346 and leaving 77 shares worth $5.57K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

High Note Wealth first reported a position in ES in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.77K in Q1 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • High Note Wealth held 77 shares of Eversource Energy worth $5.57K as of Q2 2026.
  • High Note Wealth sold 5 Eversource Energy shares in Q2 2026, an estimated $346.
  • Eversource Energy made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #559 holding.
  • High Note Wealth first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's Eversource Energy position peaked at $6.77K in Q1 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.