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Sax Wealth Advisors’s Eversource Energy ES Stock Holding History

Sax Wealth Advisors’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 		$335K Buy
+4,842
New +$335K 0.01% 425

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sax Wealth Advisors's ES Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 4,842 shares worth $335K. The stake represents 0.01% of the portfolio and ranks #425 among its holdings.

217 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sax Wealth Advisors held 4,842 shares of Eversource Energy worth $335K as of Q2 2026.
  • Eversource Energy was a new Sax Wealth Advisors position in Q2 2026.
  • Eversource Energy made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #425 holding.
  • 217 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.