PWAM
ES icon

Private Wealth Asset Management’s Eversource Energy ES Stock Holding History

Private Wealth Asset 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 		$178K Hold
2,458
– – 0.02% 275
2026
Q1 		$170K Hold
2,458
– – 0.02% 281
2025
Q4 		$165K Hold
2,458
– – 0.02% 282
2025
Q3 		$175K Hold
2,458
– – 0.02% 251
2025
Q2 		$156K Sell
2,458
-58
-2% -$3.57K 0.02% 262
2025
Q1 		$156K Buy
+2,516
New +$150K 0.02% 257

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Private Wealth Asset Management's ES Position: Q2 2026 in Review

Private Wealth Asset Management held its Eversource Energy (ES) position steady in Q2 2026 at 2,458 shares worth $178K. The position accounts for 0.02% of the portfolio, ranked #275.

Private Wealth Asset Management first reported a position in ES in Q1 2025 and has held it in 6 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Private Wealth Asset Management held 2,458 shares of Eversource Energy worth $178K as of Q2 2026.
  • Private Wealth Asset Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #275 holding.
  • Private Wealth Asset Management first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.