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Measured Wealth Private Client Group’s Eversource Energy ES Stock Holding History

Measured Wealth Private Client Group’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 		$1.51M Buy
20,931
+1,100
+6% +$76.2K 0.37% 42
2026
Q1 		$1.37M Buy
19,831
+4,421
+29% +$312K 0.38% 38
2025
Q4 		$1.04M Buy
15,410
+14,163
+1,136% +$994K 0.27% 53
2025
Q3 		$88.7K Buy
+1,247
New +$81.8K 0.02% 252

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

Measured Wealth Private Client Group's ES Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Eversource Energy (ES) stake by 5.5% in Q2 2026, buying an estimated $76.2K and bringing the position to 20,931 shares worth $1.51M. The position accounts for 0.37% of the portfolio, ranked #42.

Measured Wealth Private Client Group first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Measured Wealth Private Client Group held 20,931 shares of Eversource Energy worth $1.51M as of Q2 2026.
  • Measured Wealth Private Client Group bought 1,100 Eversource Energy shares in Q2 2026, an estimated $76.2K.
  • Eversource Energy made up 0.37% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #42 holding.
  • Measured Wealth Private Client Group first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.