Allworth Financial’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $874K | Buy |
12,612
+4,507
| +56% | +$319K | ﹤0.01% | 746 |
|
|
2025
Q4 | $546K | Sell |
8,105
-4,642
| -36% | -$326K | ﹤0.01% | 899 |
|
|
2025
Q3 | $907K | Buy |
12,747
+992
| +8% | +$65K | ﹤0.01% | 698 |
|
|
2025
Q2 | $748K | Buy |
11,755
+2,409
| +26% | +$148K | ﹤0.01% | 718 |
|
|
2025
Q1 | $547K | Buy |
9,346
+61
| +0.7% | +$3.64K | ﹤0.01% | 662 |
|
|
2024
Q4 | $518K | Buy |
9,285
+1,522
| +20% | +$94.9K | ﹤0.01% | 682 |
|
|
2024
Q3 | $528K | Sell |
7,763
-4,356
| -36% | -$281K | ﹤0.01% | 565 |
|
|
2024
Q2 | $740K | Sell |
12,119
-275
| -2% | -$16.3K | ﹤0.01% | 479 |
|
|
2024
Q1 | $741K | Sell |
12,394
-979
| -7% | -$56.3K | 0.01% | 464 |
|
|
2023
Q4 | $825K | Sell |
13,373
-36
| -0.3% | -$2.08K | 0.01% | 434 |
|
|
2023
Q3 | $780K | Sell |
13,409
-107
| -0.8% | -$7.13K | 0.01% | 409 |
|
|
2023
Q2 | $959K | Buy |
13,516
+761
| +6% | +$56.7K | 0.01% | 386 |
|
|
2023
Q1 | $998K | Buy |
12,755
+291
| +2% | +$23K | 0.01% | 353 |
|
|
2022
Q4 | $1.04M | Sell |
12,464
-173
| -1% | -$13.7K | 0.01% | 338 |
|
|
2022
Q3 | $985K | Buy |
12,637
+208
| +2% | +$18.3K | 0.01% | 330 |
|
|
2022
Q2 | $1.05M | Buy |
12,429
+140
| +1% | +$12.4K | 0.01% | 301 |
|
|
2022
Q1 | $1.08M | Sell |
12,289
-964
| -7% | -$82.4K | 0.01% | 292 |
|
|
2021
Q4 | $1.21M | Buy |
13,253
+898
| +7% | +$77.2K | 0.02% | 260 |
|
|
2021
Q3 | $1.01M | Buy |
12,355
+6,289
| +104% | +$546K | 0.02% | 236 |
|
|
2021
Q2 | $487K | Sell |
6,066
-326
| -5% | -$27.4K | 0.01% | 260 |
|
|
2021
Q1 | $554K | Buy |
6,392
+41
| +0.6% | +$3.48K | 0.01% | 229 |
|
|
2020
Q4 | $549K | Sell |
6,351
-146
| -2% | -$13K | 0.01% | 165 |
|
|
2020
Q3 | $543K | Sell |
6,497
-1,582
| -20% | -$135K | 0.02% | 142 |
|
|
2020
Q2 | $673K | Buy |
8,079
+858
| +12% | +$71.1K | 0.02% | 121 |
|
|
2020
Q1 | $565K | Buy |
7,221
+44
| +0.6% | +$3.86K | 0.02% | 146 |
|
|
2019
Q4 | $611K | Buy |
7,177
+36
| +0.5% | +$2.99K | 0.02% | 96 |
|
|
2019
Q3 | $610K | Buy |
7,141
+115
| +2% | +$9.14K | 0.02% | 82 |
|
|
2019
Q2 | $532K | Hold |
7,026
| – | – | 0.02% | 89 |
|
|
2019
Q1 | $498K | Buy |
+7,026
| New | +$484K | 0.02% | 91 |
|
|
2018
Q2 | – | Sell |
-4
| Closed | – | – | 961 |
|
|
2018
Q1 | $0 | Sell |
4
-3
| -43% | -$177 | ﹤0.01% | 825 |
|
|
2017
Q4 | $0 | Buy |
+7
| New | +$443 | ﹤0.01% | 759 |
|
|
2016
Q3 | – | Sell |
-38
| Closed | -$2K | – | 706 |
|
|
2016
Q2 | $2K | Buy |
+38
| New | +$2.15K | ﹤0.01% | 536 |
|
|
2016
Q1 | – | Sell |
-74
| Closed | -$4K | – | 631 |
|
|
2015
Q4 | $4K | Hold |
74
| – | – | ﹤0.01% | 463 |
|
|
2015
Q3 | $4K | Hold |
74
| – | – | ﹤0.01% | 466 |
|
|
2015
Q2 | $3K | Hold |
74
| – | – | ﹤0.01% | 486 |
|
|
2015
Q1 | $4K | Buy |
+74
| New | +$3.89K | ﹤0.01% | 462 |
|
Other funds holding ES
VCM
VPM
MAM
Allworth Financial's ES Position: Q1 2026 in Review
Allworth Financial increased its Eversource Energy (ES) stake by 56% in Q1 2026, buying an estimated $319K and bringing the position to 12,612 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #746.
Allworth Financial first reported a position in ES in Q1 2015 and has held it in 36 quarters since. The position peaked at $1.21M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Allworth Financial held 12,612 shares of Eversource Energy worth $874K as of Q1 2026.
- Allworth Financial bought 4,507 Eversource Energy shares in Q1 2026, an estimated $319K.
- Eversource Energy made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #746 holding.
- Allworth Financial first reported a position in Eversource Energy in Q1 2015 and has held it in 36 quarters since.
- Allworth Financial's Eversource Energy position peaked at $1.21M in Q4 2021.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.