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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
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% -$5.95K 0.01% 870
2024
Q2 		$204K Sell
3,590
-161
-4% -$9.54K 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

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

Perigon Wealth Management's ES Position: Q2 2026 in Review

Perigon Wealth Management increased its Eversource Energy (ES) stake by 7.4% in Q2 2026, buying an estimated $31.6K and bringing the position to 6,618 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #920.

Perigon Wealth Management first reported a position in ES in Q4 2020 and has held it in 13 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Perigon Wealth Management held 6,618 shares of Eversource Energy worth $478K as of Q2 2026.
  • Perigon Wealth Management bought 457 Eversource Energy shares in Q2 2026, an estimated $31.6K.
  • Eversource Energy made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #920 holding.
  • Perigon Wealth Management first reported a position in Eversource Energy in Q4 2020 and has held it in 13 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.