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SlateStone Wealth’s Eversource Energy ES Stock Holding History

SlateStone 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 		$847K Buy
11,721
+225
+2% +$15.6K 0.06% 183
2026
Q1 		$796K Buy
11,496
+715
+7% +$50.5K 0.07% 180
2025
Q4 		$726K Hold
10,781
– – 0.06% 189
2025
Q3 		$767K Sell
10,781
-25
-0.2% -$1.64K 0.07% 179
2025
Q2 		$687K Hold
10,806
– – 0.06% 181
2025
Q1 		$671K Buy
+10,806
New +$645K 0.07% 180

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SlateStone Wealth's ES Position: Q2 2026 in Review

SlateStone Wealth increased its Eversource Energy (ES) stake by 2% in Q2 2026, buying an estimated $15.6K and bringing the position to 11,721 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #183.

SlateStone Wealth first reported a position in ES in Q1 2025 and has held it in 6 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • SlateStone Wealth held 11,721 shares of Eversource Energy worth $847K as of Q2 2026.
  • SlateStone Wealth bought 225 Eversource Energy shares in Q2 2026, an estimated $15.6K.
  • Eversource Energy made up 0.06% of SlateStone Wealth's portfolio in Q2 2026, its #183 holding.
  • SlateStone Wealth first reported a position in Eversource Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.