Oxler Private Wealth
ES icon

Oxler Private Wealth’s Eversource Energy ES Stock Holding History

Oxler Private 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
Q3 		$290K Buy
4,521
+46
+1% +$3.27K 0.08% 76
2026
Q2 		$323K Sell
4,475
-275
-6% -$19K 0.09% 74
2026
Q1 		$329K Buy
4,750
+45
+1% +$3.18K 0.1% 72
2025
Q4 		$317K Buy
4,705
+43
+0.9% +$3.02K 0.09% 73
2025
Q3 		$332K Buy
4,662
+42
+0.9% +$2.75K 0.1% 71
2025
Q2 		$294K Buy
4,620
+2
+0% +$123 0.09% 77
2025
Q1 		$287K Buy
4,618
+46
+1% +$2.74K 0.1% 75
2024
Q4 		$263K Sell
4,572
-645
-12% -$40.2K 0.09% 79
2024
Q3 		$355K Buy
5,217
+47
+0.9% +$3.04K 0.12% 69
2024
Q2 		$293K Buy
5,170
+64
+1% +$3.79K 0.11% 71
2024
Q1 		$305K Sell
5,106
-24
-0.5% -$1.38K 0.12% 74
2023
Q4 		$317K Sell
5,130
-26,646
-84% -$1.54M 0.26% 53
2023
Q3 		$1.85M Sell
31,776
-887
-3% -$59.1K 0.93% 28
2023
Q2 		$2.32M Buy
32,663
+304
+0.9% +$22.6K 1.1% 26
2023
Q1 		$2.53M Buy
32,359
+278
+0.9% +$22K 1.25% 25
2022
Q4 		$2.69M Sell
32,081
-222
-0.7% -$17.6K 1.45% 23
2022
Q3 		$2.52M Buy
32,303
+234
+0.7% +$20.6K 1.41% 18
2022
Q2 		$2.71M Buy
32,069
+236
+0.7% +$21K 1.3% 23
2022
Q1 		$2.81M Buy
31,833
+227
+0.7% +$19.4K 1.27% 22
2021
Q4 		$2.88M Sell
31,606
-44
-0.1% -$3.78K 1.19% 20
2021
Q3 		$2.59M Hold
31,650
– – 1.14% 22
2021
Q2 		$2.54M Hold
31,650
– – 1.11% 20
2021
Q1 		$2.74M Hold
31,650
– – 1.39% 18
2020
Q4 		$2.74M Buy
+31,650
New +$2.82M 1.54% 19

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Oxler Private Wealth's ES Position: Q3 2026 in Review

Oxler Private Wealth increased its Eversource Energy (ES) stake by 1% in Q3 2026, buying an estimated $3.27K and bringing the position to 4,521 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #76.

Oxler Private Wealth first reported a position in ES in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.88M in Q4 2021. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Oxler Private Wealth held 4,521 shares of Eversource Energy worth $290K as of Q3 2026.
  • Oxler Private Wealth bought 46 Eversource Energy shares in Q3 2026, an estimated $3.27K.
  • Eversource Energy made up 0.08% of Oxler Private Wealth's portfolio in Q3 2026, its #76 holding.
  • Oxler Private Wealth first reported a position in Eversource Energy in Q4 2020 and has held it in 24 quarters since.
  • Oxler Private Wealth's Eversource Energy position peaked at $2.88M in Q4 2021.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.