RAFFA WEALTH MANAGEMENT, LLC’s Eversource Energy ES Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$5.28K	Sell	73 -1	-1%	-$69	﹤0.01%	583
2026 Q1	$5.13K	Buy	74 +3	+4%	+$212	﹤0.01%	528
2025 Q4	$4.78K	Hold	71	–	–	﹤0.01%	526
2025 Q3	$5.05K	Hold	71	–	–	﹤0.01%	482
2025 Q2	$4.52K	Hold	71	–	–	﹤0.01%	521
2025 Q1	$4.41K	Hold	71	–	–	﹤0.01%	451
2024 Q4	$4.08K	Hold	71	–	–	﹤0.01%	482
2024 Q3	$4.83K	Hold	71	–	–	﹤0.01%	426
2024 Q2	$4.03K	Hold	71	–	–	﹤0.01%	578
2024 Q1	$4.24K	Hold	71	–	–	﹤0.01%	536
2023 Q4	$4.38K	Hold	71	–	–	﹤0.01%	415
2023 Q3	$4.13K	Hold	71	–	–	﹤0.01%	416
2023 Q2	$5.04K	Hold	71	–	–	﹤0.01%	393
2023 Q1	$5.56K	Hold	71	–	–	﹤0.01%	381
2022 Q4	$5.95K	Hold	71	–	–	﹤0.01%	358
2022 Q3	$5.54K	Hold	71	–	–	﹤0.01%	367
2022 Q2	$6K	Hold	71	–	–	﹤0.01%	350
2022 Q1	$6.26K	Sell	71 -75	-51%	-$6.41K	﹤0.01%	363
2021 Q4	$13.3K	Sell	146 -75	-34%	-$6.45K	﹤0.01%	265
2021 Q3	$18.1K	Hold	221	–	–	0.01%	201
2021 Q2	$17.7K	Hold	221	–	–	0.01%	206
2021 Q1	$19.1K	Buy	221 +11	+5%	+$934	0.01%	200
2020 Q4	$18.2K	Hold	210	–	–	0.01%	195
2020 Q3	$17.5K	Buy	210 +13	+7%	+$1.11K	0.01%	182
2020 Q2	$16.4K	Hold	197	–	–	0.01%	186
2020 Q1	$16.2K	Buy	197 +16	+9%	+$1.4K	0.01%	166
2019 Q4	$15.4K	Hold	181	–	–	0.01%	206
2019 Q3	$15.5K	Buy	+181	New	+$14.4K	0.01%	203
2019 Q2	–	Sell	-181	Closed	-$12.8K	–	942
2019 Q1	$12.8K	Hold	181	–	–	0.01%	173
2018 Q4	$11.8K	Hold	181	–	–	﹤0.01%	198
2018 Q3	$11.1K	Hold	181	–	–	﹤0.01%	214
2018 Q2	$10.6K	Hold	181	–	–	﹤0.01%	201
2018 Q1	$10.7K	Buy	181 +31	+21%	+$1.83K	﹤0.01%	202
2017 Q4	$9.48K	Hold	150	–	–	﹤0.01%	194
2017 Q3	$9.07K	Hold	150	–	–	﹤0.01%	206
2017 Q2	$9.11K	Hold	150	–	–	﹤0.01%	202
2017 Q1	$8.82K	Hold	150	–	–	﹤0.01%	180
2016 Q4	$8.29K	Hold	150	–	–	﹤0.01%	188
2016 Q3	$8.13K	Hold	150	–	–	﹤0.01%	191
2016 Q2	$8.98K	Hold	150	–	–	0.01%	178
2016 Q1	$8.75K	Hold	150	–	–	0.01%	192
2015 Q4	$7.66K	Hold	150	–	–	﹤0.01%	186
2015 Q3	$7.59K	Hold	150	–	–	﹤0.01%	189
2015 Q2	$6.81K	Hold	150	–	–	﹤0.01%	192
2015 Q1	$7.58K	Hold	150	–	–	﹤0.01%	168
2014 Q4	$8.03K	Hold	150	–	–	﹤0.01%	158
2014 Q3	$6.64K	Hold	150	–	–	0.01%	179
2014 Q2	$7.09K	Hold	150	–	–	0.01%	168
2014 Q1	$6.83K	Hold	150	–	–	0.01%	163
2013 Q4	$8.03K	Buy	+150	New	+$6.3K	﹤0.01%	158

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's ES Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Eversource Energy (ES) stake by 1.4% in Q2 2026, selling an estimated $69 and leaving 73 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ES in Q4 2013 and has held it in 50 quarters since. The position peaked at $19.1K in Q1 2021. 352 funds tracked by Wall St. Rank hold ES as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 73 shares of Eversource Energy worth $5.28K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Eversource Energy share in Q2 2026, an estimated $69.
Eversource Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #583 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Eversource Energy in Q4 2013 and has held it in 50 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Eversource Energy position peaked at $19.1K in Q1 2021.
352 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.