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Wealth Preservation Advisors’s Eversource Energy ES Stock Holding History

Wealth Preservation 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
-288
Closed -$20K – 344
2026
Q1 		$20K Buy
+288
New +$20.4K 0.02% 313

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 Preservation Advisors's ES Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 288 shares — an estimated $20K sold.

Wealth Preservation Advisors first reported a position in ES in Q1 2026 and held it in 1 quarter. The position peaked at $20K in Q1 2026. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 288 Eversource Energy shares in Q2 2026, an estimated $20K.
  • Wealth Preservation Advisors first reported a position in Eversource Energy in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Eversource Energy position peaked at $20K in Q1 2026.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.