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Retirement Wealth Solutions’s Eversource Energy ES Stock Holding History

Retirement Wealth Solutions’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 		$940 Buy
13
+6
+86% +$416 ﹤0.01% 665
2026
Q1 		$485 Buy
+7
New +$495 ﹤0.01% 728

Other funds holding ES

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Retirement Wealth Solutions's ES Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Eversource Energy (ES) stake by 86% in Q2 2026, buying an estimated $416 and bringing the position to 13 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Retirement Wealth Solutions first reported a position in ES in Q1 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Retirement Wealth Solutions held 13 shares of Eversource Energy worth $940 as of Q2 2026.
  • Retirement Wealth Solutions bought 6 Eversource Energy shares in Q2 2026, an estimated $416.
  • Eversource Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #665 holding.
  • Retirement Wealth Solutions first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.