Wealth Enhancement Advisory Services
ES icon

Wealth Enhancement Advisory Services’s Eversource Energy ES Stock Holding History

Wealth Enhancement Advisory Services’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 		$17.4M Buy
255,794
+109,375
+75% +$7.57M 0.03% 486
2026
Q1 		$9.52M Buy
146,419
+44,547
+44% +$3.15M 0.02% 601
2025
Q4 		$6.87M Buy
101,872
+1,484
+1% +$104K 0.01% 865
2025
Q3 		$7.31M Buy
100,388
+35,844
+56% +$2.35M 0.01% 779
2025
Q2 		$4.17M Buy
64,544
+17,118
+36% +$1.05M 0.01% 982
2025
Q1 		$2.95M Sell
47,426
-5,213
-10% -$311K 0.01% 1046
2024
Q4 		$3.02M Sell
52,639
-5,462
-9% -$340K 0.01% 992
2024
Q3 		$3.95M Buy
58,101
+4,281
+8% +$277K 0.01% 804
2024
Q2 		$3.05M Buy
53,820
+678
+1% +$40.2K 0.01% 840
2024
Q1 		$3.18M Sell
53,142
-4
-0% -$230 0.01% 795
2023
Q4 		$3.28M Buy
53,146
+2,468
+5% +$142K 0.01% 729
2023
Q3 		$2.95M Buy
+50,678
New +$3.38M 0.01% 721
2020
Q1 		– Sell
-27,574
Closed -$2.35M – 235
2019
Q4 		$2.35M Sell
27,574
-37,869
-58% -$3.15M 0.08% 99
2019
Q3 		$5.6M Buy
+65,443
New +$5.2M 0.23% 53
2018
Q3 		– Sell
-48,467
Closed -$2.83M – 180
2018
Q2 		$2.83M Buy
48,467
+33,224
+218% +$1.91M 0.17% 51
2018
Q1 		$894K Buy
+15,243
New +$902K 0.06% 122
2015
Q2 		– Sell
-19,151
Closed -$967K – 118
2015
Q1 		$967K Buy
19,151
+2,514
+15% +$132K 0.37% 47
2014
Q4 		$890K Buy
+16,637
New +$830K 0.35% 49

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

Wealth Enhancement Advisory Services's ES Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Eversource Energy (ES) stake by 75% in Q2 2026, buying an estimated $7.57M and bringing the position to 255,794 shares worth $17.4M. The position accounts for 0.03% of the portfolio, ranked #486.

Wealth Enhancement Advisory Services first reported a position in ES in Q4 2014 and has held it in 18 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Wealth Enhancement Advisory Services held 255,794 shares of Eversource Energy worth $17.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 109,375 Eversource Energy shares in Q2 2026, an estimated $7.57M.
  • Eversource Energy made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #486 holding.
  • Wealth Enhancement Advisory Services first reported a position in Eversource Energy in Q4 2014 and has held it in 18 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.