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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Perigon Wealth Management's ES Position: Q1 2026 in Review

Perigon Wealth Management reduced its Eversource Energy (ES) stake by 11% in Q1 2026, selling an estimated $53.6K and leaving 6,161 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #873.

Perigon Wealth Management first reported a position in ES in Q4 2020 and has held it in 12 quarters since. The position peaked at $466K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Perigon Wealth Management held 6,161 shares of Eversource Energy worth $427K as of Q1 2026.
Perigon Wealth Management sold 759 Eversource Energy shares in Q1 2026, an estimated $53.6K.
Eversource Energy made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #873 holding.
Perigon Wealth Management first reported a position in Eversource Energy in Q4 2020 and has held it in 12 quarters since.
Perigon Wealth Management's Eversource Energy position peaked at $466K in Q4 2025.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.