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Simplicity Wealth’s Eversource Energy ES Stock Holding History

Simplicity Wealth’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 		$280K Sell
3,873
-80
-2% -$5.54K 0.01% 859
2026
Q1 		$274K Sell
3,953
-95
-2% -$6.71K 0.02% 623
2025
Q4 		$273K Sell
4,048
-92
-2% -$6.46K 0.02% 588
2025
Q3 		$295K Buy
+4,140
New +$271K 0.02% 572
2024
Q3 		– Sell
-5,197
Closed -$295K – 706
2024
Q2 		$295K Sell
5,197
-557
-10% -$33K 0.01% 952
2024
Q1 		$344K Buy
+5,754
New +$331K 0.01% 872

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

Simplicity Wealth's ES Position: Q2 2026 in Review

Simplicity Wealth reduced its Eversource Energy (ES) stake by 2% in Q2 2026, selling an estimated $5.54K and leaving 3,873 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #859.

Simplicity Wealth first reported a position in ES in Q1 2024 and has held it in 6 quarters since. The position peaked at $344K in Q1 2024. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Simplicity Wealth held 3,873 shares of Eversource Energy worth $280K as of Q2 2026.
  • Simplicity Wealth sold 80 Eversource Energy shares in Q2 2026, an estimated $5.54K.
  • Eversource Energy made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #859 holding.
  • Simplicity Wealth first reported a position in Eversource Energy in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Eversource Energy position peaked at $344K in Q1 2024.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.