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Mindset Wealth Management’s Eversource Energy ES Stock Holding History

Mindset 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 		$277K Hold
3,836
– – 0.05% 148
2026
Q1 		$266K Hold
3,836
– – 0.07% 134
2025
Q4 		$258K Hold
3,836
– – 0.07% 153
2025
Q3 		$273K Hold
3,836
– – 0.07% 134
2025
Q2 		$244K Hold
3,836
– – 0.08% 134
2025
Q1 		$238K Sell
3,836
-3,584
-48% -$214K 0.09% 121
2024
Q4 		$426K Sell
7,420
-250
-3% -$15.6K 0.16% 73
2024
Q3 		$522K Buy
+7,670
New +$496K 0.22% 52

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

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

Mindset Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 3,836 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #148.

Mindset Wealth Management first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $522K in Q3 2024. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Mindset Wealth Management held 3,836 shares of Eversource Energy worth $277K as of Q2 2026.
  • Mindset Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.05% of Mindset Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Mindset Wealth Management first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Eversource Energy position peaked at $522K in Q3 2024.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.