Perigon Wealth Management
ES icon

Perigon Wealth Management’s Eversource Energy ES Stock Holding History

Perigon 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
Q3 		$505K Buy
7,864
+1,246
+19% +$88.7K 0.01% 900
2026
Q2 		$478K Buy
6,618
+457
+7% +$31.6K 0.01% 920
2026
Q1 		$427K Sell
6,161
-759
-11% -$53.6K 0.01% 873
2025
Q4 		$466K Buy
6,920
+1,079
+18% +$75.8K 0.01% 834
2025
Q3 		$416K Buy
5,841
+1,488
+34% +$97.6K 0.01% 817
2025
Q2 		$277K Sell
4,353
-323
-7% -$19.9K 0.01% 866
2025
Q1 		$290K Buy
4,676
+74
+2% +$4.42K 0.01% 822
2024
Q4 		$267K Buy
4,602
+1,104
+32% +$68.8K 0.01% 862
2024
Q3 		$238K Sell
3,498
-92
-3% -$5.94K 0.01% 870
2024
Q2 		$204K Sell
3,590
-161
-4% -$9.5K 0.01% 812
2024
Q1 		$224K Sell
3,751
-394
-10% -$22.7K 0.01% 774
2023
Q4 		$256K Buy
+4,145
New +$239K 0.01% 711
2023
Q1 		– Sell
-2,444
Closed -$205K – 710
2022
Q4 		$205K Buy
+2,444
New +$194K 0.01% 650
2021
Q1 		– Sell
-1,845
Closed -$160K – 652
2020
Q4 		$160K Buy
+1,845
New +$164K 0.02% 443

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Perigon Wealth Management's ES Position: Q3 2026 in Review

Perigon Wealth Management increased its Eversource Energy (ES) stake by 19% in Q3 2026, buying an estimated $88.7K and bringing the position to 7,864 shares worth $505K. The position accounts for 0.01% of the portfolio, ranked #900.

Perigon Wealth Management first reported a position in ES in Q4 2020 and has held it in 14 quarters since. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Perigon Wealth Management held 7,864 shares of Eversource Energy worth $505K as of Q3 2026.
  • Perigon Wealth Management bought 1,246 Eversource Energy shares in Q3 2026, an estimated $88.7K.
  • Eversource Energy made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #900 holding.
  • Perigon Wealth Management first reported a position in Eversource Energy in Q4 2020 and has held it in 14 quarters since.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.