AWS
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Atria Wealth Solutions’s Eversource Energy ES Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		– Sell
-4,490
Closed -$279K – 1586
2025
Q1 		$279K Buy
+4,490
New +$268K ﹤0.01% 1514
2023
Q1 		– Sell
-5,154
Closed -$432K – 1884
2022
Q4 		$432K Buy
5,154
+2,556
+98% +$203K 0.01% 1161
2022
Q3 		$203K Sell
2,598
-19
-0.7% -$1.68K ﹤0.01% 1550
2022
Q2 		$221K Buy
2,617
+201
+8% +$17.9K ﹤0.01% 1396
2022
Q1 		$213K Buy
+2,416
New +$207K ﹤0.01% 1551

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Fidelity Investments
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Geode Capital Management
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MAM
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UBS AM
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Charles Schwab
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return