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Lodestone Wealth Management’s Eversource Energy ES Stock Holding History

Lodestone 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 		$26.9K Hold
372
– – 0.01% 380
2026
Q1 		$25.8K Hold
372
– – 0.01% 377
2025
Q4 		$25K Buy
+372
New +$26.1K 0.01% 378

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

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

Lodestone Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 372 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #380.

Lodestone Wealth Management first reported a position in ES in Q4 2025 and has held it in 3 quarters since. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Lodestone Wealth Management held 372 shares of Eversource Energy worth $26.9K as of Q2 2026.
  • Lodestone Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Lodestone Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.