Retirement Wealth Solutions
ES icon

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
Q3 		$1.73K Buy
27
+14
+108% +$997 ﹤0.01% 627
2026
Q2 		$940 Buy
13
+6
+86% +$416 ﹤0.01% 665
2026
Q1 		$485 Buy
+7
New +$495 ﹤0.01% 728

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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Retirement Wealth Solutions's ES Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Eversource Energy (ES) stake by 108% in Q3 2026, buying an estimated $997 and bringing the position to 27 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Retirement Wealth Solutions first reported a position in ES in Q1 2026 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Retirement Wealth Solutions held 27 shares of Eversource Energy worth $1.73K as of Q3 2026.
  • Retirement Wealth Solutions bought 14 Eversource Energy shares in Q3 2026, an estimated $997.
  • Eversource Energy made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #627 holding.
  • Retirement Wealth Solutions first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.