Skip to main content

Aaron Wealth Advisors

SEC CIK
0001812198
Latest filing
Jul 16, 2026

ES holding history

Eversource Energy in every 13F filed by Aaron Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ES overviewAll 13F holders of ESFull Q2 2026 holdings

Shares (Q2 2026)
15,066
Value
$1.09M
% of portfolio
0.1%
Quarters held
11
Since Q1 2022
Holdings of ES by Aaron Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,066$1.09M0.1%−997−6.2%ReducedHolders
Q1 202616,063$1.11M0.1%−1,385−7.9%ReducedHolders
Q4 202517,448$1.17M0.1%+3,855+28.4%AddedHolders
Q3 202513,593$967.0K0.1%+9,616+241.8%AddedHolders
Q2 20253,977$253.0K<0.1%+48+1.2%AddedHolders
Q1 20253,929$244.0K<0.1%+132+3.5%AddedHolders
Q4 20243,797$218.1K<0.1%+256+7.2%AddedHolders
Q3 20243,541$241.0K<0.1%+3,541NewHolders
Q2 20240$00.0%−3,533−100.0%Sold outHolders
Q1 20243,533$211.2K<0.1%+3,533NewHolders
Q4 20220$00.0%−2,719−100.0%Sold outHolders
Q3 20222,719$212.0K<0.1%+2,719NewHolders
Q2 20220$00.0%−182,376−100.0%Sold outHolders
Q1 2022182,376$2.07M<0.1%+182,376NewHolders