Principia Wealth Advisory’s Eversource Energy ES Stock Holding History

Principia Wealth Advisory’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	$1.52K	Buy	21 +3	+17%	+$208	﹤0.01%	665
2026 Q1	$1.25K	Buy	18 +5	+38%	+$353	﹤0.01%	645
2025 Q4	$875	Hold	13	–	–	﹤0.01%	710
2025 Q3	$925	Buy	13 +1	+8%	+$66	﹤0.01%	667
2025 Q2	$763	Buy	12 +5	+71%	+$308	﹤0.01%	642
2025 Q1	$394	Hold	7	–	–	﹤0.01%	636
2024 Q4	$402	Buy	+7	New	+$436	﹤0.01%	603

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principia Wealth Advisory's ES Position: Q2 2026 in Review

Principia Wealth Advisory increased its Eversource Energy (ES) stake by 17% in Q2 2026, buying an estimated $208 and bringing the position to 21 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Principia Wealth Advisory first reported a position in ES in Q4 2024 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Principia Wealth Advisory held 21 shares of Eversource Energy worth $1.52K as of Q2 2026.
Principia Wealth Advisory bought 3 Eversource Energy shares in Q2 2026, an estimated $208.
Eversource Energy made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #665 holding.
Principia Wealth Advisory first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.