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SteelPeak Wealth’s Eversource Energy ES Stock Holding History

SteelPeak 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 		$708K Buy
+9,798
New +$679K 0.02% 371
2025
Q4 		– Sell
-12,204
Closed -$868K – 573
2025
Q3 		$868K Buy
+12,204
New +$800K 0.03% 311

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

SteelPeak Wealth's ES Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Eversource Energy (ES) in Q2 2026: 9,798 shares worth $708K. The stake represents 0.02% of the portfolio and ranks #371 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in ES as recently as Q3 2025.

SteelPeak Wealth first reported a position in ES in Q3 2025 and has held it in 2 quarters since. The position peaked at $868K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • SteelPeak Wealth held 9,798 shares of Eversource Energy worth $708K as of Q2 2026.
  • Eversource Energy was a new SteelPeak Wealth position in Q2 2026.
  • Eversource Energy made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #371 holding.
  • SteelPeak Wealth first reported a position in Eversource Energy in Q3 2025 and has held it in 2 quarters since.
  • SteelPeak Wealth's Eversource Energy position peaked at $868K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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