NewEdge Wealth’s Eversource Energy ES Stock Holding History

NewEdge 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	$375K	Buy	+5,195	New	+$360K	﹤0.01%	958
2026 Q1	–	Sell	-7,485	Closed	-$504K	–	1171
2025 Q4	$504K	Buy	+7,485	New	+$526K	0.01%	836
2024 Q2	–	Sell	-3,393	Closed	-$206K	–	785
2024 Q1	$206K	Sell	3,393 -3,282	-49%	-$189K	﹤0.01%	765
2023 Q4	$412K	Sell	6,675 -426	-6%	-$24.6K	0.01%	550
2023 Q3	$413K	Buy	7,101 +1,307	+23%	+$87.1K	0.01%	481
2023 Q2	$411K	Sell	5,794 -7	-0.1%	-$521	0.01%	485
2023 Q1	$454K	Buy	5,801 +5	+0.1%	+$395	0.02%	427
2022 Q4	$486K	Buy	5,796 +1,343	+30%	+$107K	0.02%	371
2022 Q3	$347K	Buy	4,453 +34	+0.8%	+$3K	0.02%	398
2022 Q2	$373K	Buy	+4,419	New	+$393K	0.02%	431

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

NewEdge Wealth's ES Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Eversource Energy (ES) in Q2 2026: 5,195 shares worth $375K. The stake represents ﹤0.01% of the portfolio and ranks #958 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in ES as recently as Q4 2025.

NewEdge Wealth first reported a position in ES in Q2 2022 and has held it in 10 quarters since. The position peaked at $504K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

NewEdge Wealth held 5,195 shares of Eversource Energy worth $375K as of Q2 2026.
Eversource Energy was a new NewEdge Wealth position in Q2 2026.
Eversource Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #958 holding.
NewEdge Wealth first reported a position in Eversource Energy in Q2 2022 and has held it in 10 quarters since.
NewEdge Wealth's Eversource Energy position peaked at $504K in Q4 2025.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.