Activest Wealth Management
ES icon

Activest Wealth Management’s Eversource Energy ES Stock Holding History

Activest Wealth Management’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
Q3 		$25K Sell
390
-185
-32% -$13.2K ﹤0.01% 389
2026
Q2 		$41.6K Buy
575
+182
+46% +$12.6K 0.01% 302
2026
Q1 		$27.2K Buy
393
+3
+0.8% +$212 ﹤0.01% 448
2025
Q4 		$26.3K Buy
390
+374
+2,338% +$26.3K ﹤0.01% 440
2025
Q3 		$1.14K Hold
16
– – ﹤0.01% 859
2025
Q2 		$1.02K Sell
16
-27
-63% -$1.66K ﹤0.01% 771
2025
Q1 		$2.67K Buy
+43
New +$2.56K ﹤0.01% 611
2023
Q1 		– Sell
-11
Closed -$922 – 389
2022
Q4 		$922 Hold
11
– – ﹤0.01% 424
2022
Q3 		$1K Buy
+11
New +$969 ﹤0.01% 409

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Activest Wealth Management's ES Position: Q3 2026 in Review

Activest Wealth Management reduced its Eversource Energy (ES) stake by 32% in Q3 2026, selling an estimated $13.2K and leaving 390 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Activest Wealth Management first reported a position in ES in Q3 2022 and has held it in 9 quarters since. The position peaked at $41.6K in Q2 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Activest Wealth Management held 390 shares of Eversource Energy worth $25K as of Q3 2026.
  • Activest Wealth Management sold 185 Eversource Energy shares in Q3 2026, an estimated $13.2K.
  • Eversource Energy made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #389 holding.
  • Activest Wealth Management first reported a position in Eversource Energy in Q3 2022 and has held it in 9 quarters since.
  • Activest Wealth Management's Eversource Energy position peaked at $41.6K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.