TWM
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Trueblood Wealth Management’s Eversource Energy ES Stock Holding History

Trueblood Wealth Management’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 		$287K Sell
3,970
-35
-0.9% -$2.42K 0.1% 214
2026
Q1 		$277K Sell
4,005
-55
-1% -$3.89K 0.11% 213
2025
Q4 		$273K Sell
4,060
-406
-9% -$28.5K 0.11% 206
2025
Q3 		$318K Sell
4,466
-99
-2% -$6.49K 0.12% 201
2025
Q2 		$290K Buy
4,565
+3
+0.1% +$185 0.12% 205
2025
Q1 		$283K Buy
4,562
+66
+1% +$3.94K 0.13% 194
2024
Q4 		$258K Buy
4,496
+3
+0.1% +$187 0.13% 199
2024
Q3 		$306K Buy
4,493
+2
+0% +$129 0.15% 176
2024
Q2 		$255K Buy
4,491
+4
+0.1% +$237 0.14% 185
2024
Q1 		$268K Sell
4,487
-429
-9% -$24.7K 0.15% 173
2023
Q4 		$303K Buy
+4,916
New +$283K 0.19% 150

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

Trueblood Wealth Management's ES Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Eversource Energy (ES) stake by 0.87% in Q2 2026, selling an estimated $2.42K and leaving 3,970 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #214.

Trueblood Wealth Management first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $318K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Trueblood Wealth Management held 3,970 shares of Eversource Energy worth $287K as of Q2 2026.
  • Trueblood Wealth Management sold 35 Eversource Energy shares in Q2 2026, an estimated $2.42K.
  • Eversource Energy made up 0.1% of Trueblood Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Trueblood Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Eversource Energy position peaked at $318K in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.