AWA
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Alta Wealth Advisors’s Eversource Energy ES Stock Holding History

Alta Wealth 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
Q1 		– Sell
-4,031
Closed -$271K – 166
2025
Q4 		$271K Buy
+4,031
New +$283K 0.09% 137

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Alta Wealth Advisors's ES Position: Q1 2026 in Review

Alta Wealth Advisors sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 4,031 shares — an estimated $271K sold.

Alta Wealth Advisors first reported a position in ES in Q4 2025 and held it in 1 quarter. The position peaked at $271K in Q4 2025. 1,070 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Alta Wealth Advisors reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Alta Wealth Advisors sold 4,031 Eversource Energy shares in Q1 2026, an estimated $271K.
  • Alta Wealth Advisors first reported a position in Eversource Energy in Q4 2025 and held it in 1 quarter.
  • Alta Wealth Advisors's Eversource Energy position peaked at $271K in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Alta Wealth Advisors's 13F filing for Q1 2026, filed 5 May 2026.