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Kiker Wealth Management’s Eversource Energy ES Stock Holding History

Kiker 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 		$762K Buy
+10,544
New +$730K 0.3% 51
2025
Q3 		– Sell
-600
Closed -$38.2K – 360
2025
Q2 		$38.2K Hold
600
– – 0.02% 218
2025
Q1 		$37.3K Buy
+600
New +$35.8K 0.03% 227

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

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

Kiker Wealth Management opened a new position in Eversource Energy (ES) in Q2 2026: 10,544 shares worth $762K. The stake represents 0.3% of the portfolio and ranks #51 among its holdings. This is a return to the name: Kiker Wealth Management previously reported a position in ES as recently as Q2 2025.

Kiker Wealth Management first reported a position in ES in Q1 2025 and has held it in 3 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Kiker Wealth Management held 10,544 shares of Eversource Energy worth $762K as of Q2 2026.
  • Eversource Energy was a new Kiker Wealth Management position in Q2 2026.
  • Eversource Energy made up 0.3% of Kiker Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Kiker Wealth Management first reported a position in Eversource Energy in Q1 2025 and has held it in 3 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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