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Live Oak Private Wealth’s Eversource Energy ES Stock Holding History

Live Oak Private 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 		$670K Hold
9,265
– – 0.08% 128
2026
Q1 		$642K Buy
9,265
+117
+1% +$8.27K 0.09% 116
2025
Q4 		$616K Hold
9,148
– – 0.08% 116
2025
Q3 		$651K Hold
9,148
– – 0.09% 115
2025
Q2 		$582K Sell
9,148
-82
-0.9% -$5.05K 0.09% 120
2025
Q1 		$573K Hold
9,230
– – 0.09% 120
2024
Q4 		$530K Buy
9,230
+82
+0.9% +$5.11K 0.09% 122
2024
Q3 		$623K Buy
+9,148
New +$591K 0.1% 108

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

Live Oak Private Wealth's ES Position: Q2 2026 in Review

Live Oak Private Wealth held its Eversource Energy (ES) position steady in Q2 2026 at 9,265 shares worth $670K. The position accounts for 0.08% of the portfolio, ranked #128.

Live Oak Private Wealth first reported a position in ES in Q3 2024 and has held it in 8 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Live Oak Private Wealth held 9,265 shares of Eversource Energy worth $670K as of Q2 2026.
  • Live Oak Private Wealth left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.08% of Live Oak Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Live Oak Private Wealth first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.