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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
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% -$3.79K 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 $6.73T 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

Oxler Private Wealth's ES Position: Q2 2026 in Review

Oxler Private Wealth reduced its Eversource Energy (ES) stake by 5.8% in Q2 2026, selling an estimated $19K and leaving 4,475 shares worth $323K. The position accounts for 0.09% of the portfolio, ranked #74.

Oxler Private Wealth first reported a position in ES in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.88M in Q4 2021. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Oxler Private Wealth held 4,475 shares of Eversource Energy worth $323K as of Q2 2026.
  • Oxler Private Wealth sold 275 Eversource Energy shares in Q2 2026, an estimated $19K.
  • Eversource Energy made up 0.09% of Oxler Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Oxler Private Wealth first reported a position in Eversource Energy in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's Eversource Energy position peaked at $2.88M in Q4 2021.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.