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Twin Peaks Wealth Advisors’s Eversource Energy ES Stock Holding History

Twin Peaks 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 		– Sell
-248
Closed -$17.2K – 839
2026
Q1 		$17.2K Buy
+248
New +$17.5K ﹤0.01% 787
2025
Q3 		– Sell
-153
Closed -$10.1K – 760
2025
Q2 		$10.1K Buy
+153
New +$9.43K ﹤0.01% 932

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

Twin Peaks Wealth Advisors's ES Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 248 shares — an estimated $17.2K sold.

Twin Peaks Wealth Advisors first reported a position in ES in Q2 2025 and held it in 2 quarters. The position peaked at $17.2K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 248 Eversource Energy shares in Q2 2026, an estimated $17.2K.
  • Twin Peaks Wealth Advisors first reported a position in Eversource Energy in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Eversource Energy position peaked at $17.2K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.