AWM
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Apollon Wealth Management’s Eversource Energy ES Stock Holding History

Apollon 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
Q1 		$1.12M Buy
16,116
+4,426
+38% +$313K 0.02% 566
2025
Q4 		$787K Buy
11,690
+1,974
+20% +$139K 0.01% 668
2025
Q3 		$691K Sell
9,716
-1,872
-16% -$123K 0.01% 710
2025
Q2 		$737K Buy
11,588
+1,946
+20% +$120K 0.01% 653
2025
Q1 		$599K Buy
9,642
+330
+4% +$19.7K 0.01% 669
2024
Q4 		$535K Buy
9,312
+1,513
+19% +$94.3K 0.01% 728
2024
Q3 		$531K Sell
7,799
-368
-5% -$23.8K 0.02% 694
2024
Q2 		$463K Sell
8,167
-1,983
-20% -$118K 0.01% 713
2024
Q1 		$607K Buy
10,150
+470
+5% +$27K 0.02% 623
2023
Q4 		$597K Buy
9,680
+5,827
+151% +$336K 0.02% 602
2023
Q3 		$224K Buy
3,853
+118
+3% +$7.87K 0.01% 792
2023
Q2 		$265K Buy
3,735
+109
+3% +$8.12K 0.01% 773
2023
Q1 		$284K Buy
3,626
+115
+3% +$9.08K 0.02% 688
2022
Q4 		$294K Sell
3,511
-25
-0.7% -$1.98K 0.02% 668
2022
Q3 		$276K Buy
3,536
+702
+25% +$61.9K 0.02% 631
2022
Q2 		$239K Buy
2,834
+343
+14% +$30.5K 0.02% 631
2022
Q1 		$220K Buy
+2,491
New +$213K 0.02% 668
2020
Q3 		– Sell
-329
Closed -$27K – 314
2020
Q2 		$27K Buy
+329
New +$27.2K 0.01% 323

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Apollon Wealth Management's ES Position: Q1 2026 in Review

Apollon Wealth Management increased its Eversource Energy (ES) stake by 38% in Q1 2026, buying an estimated $313K and bringing the position to 16,116 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #566.

Apollon Wealth Management first reported a position in ES in Q2 2020 and has held it in 18 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Apollon Wealth Management held 16,116 shares of Eversource Energy worth $1.12M as of Q1 2026.
  • Apollon Wealth Management bought 4,426 Eversource Energy shares in Q1 2026, an estimated $313K.
  • Eversource Energy made up 0.02% of Apollon Wealth Management's portfolio in Q1 2026, its #566 holding.
  • Apollon Wealth Management first reported a position in Eversource Energy in Q2 2020 and has held it in 18 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.