Old North State Wealth Management’s Eversource Energy ES Stock Holding History

Old North State 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	$535K	Buy	7,399 +761	+11%	+$52.7K	0.23%	75
2026 Q1	$460K	Buy	6,638 +226	+4%	+$16K	0.21%	75
2025 Q4	$432K	Sell	6,412 -463	-7%	-$32.5K	0.2%	80
2025 Q3	$489K	Sell	6,875 -201	-3%	-$13.2K	0.23%	76
2025 Q2	$451K	Buy	7,076 +263	+4%	+$16.2K	0.23%	77
2025 Q1	$424K	Buy	6,813 +1,761	+35%	+$105K	0.24%	72
2024 Q4	$291K	Buy	5,052 +724	+17%	+$45.1K	0.16%	89
2024 Q3	$295K	Buy	4,328 +557	+15%	+$36K	0.17%	87
2024 Q2	$214K	Buy	+3,771	New	+$224K	0.14%	93

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Old North State Wealth Management's ES Position: Q2 2026 in Review

Old North State Wealth Management increased its Eversource Energy (ES) stake by 11% in Q2 2026, buying an estimated $52.7K and bringing the position to 7,399 shares worth $535K. The position accounts for 0.23% of the portfolio, ranked #75.

Old North State Wealth Management first reported a position in ES in Q2 2024 and has held it in 9 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Old North State Wealth Management held 7,399 shares of Eversource Energy worth $535K as of Q2 2026.
Old North State Wealth Management bought 761 Eversource Energy shares in Q2 2026, an estimated $52.7K.
Eversource Energy made up 0.23% of Old North State Wealth Management's portfolio in Q2 2026, its #75 holding.
Old North State Wealth Management first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.