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Avion Wealth’s Eversource Energy ES Stock Holding History

Avion Wealth’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 		$7K Hold
109
– – ﹤0.01% 571
2025
Q4 		$7K Buy
109
+1
+0.9% +$70 ﹤0.01% 576
2025
Q3 		$7K Buy
108
+7
+7% +$459 ﹤0.01% 565
2025
Q2 		$6K Buy
101
+4
+4% +$247 ﹤0.01% 574
2025
Q1 		$5K Hold
97
– – ﹤0.01% 537
2024
Q4 		$5K Buy
97
+5
+5% +$312 ﹤0.01% 536
2024
Q3 		$6K Buy
92
+75
+441% +$4.85K ﹤0.01% 481
2024
Q2 		$0 Hold
17
– – ﹤0.01% 1020
2024
Q1 		$2K Buy
17
+8
+89% +$460 ﹤0.01% 670
2023
Q4 		$1K Sell
9
-44
-83% -$2.54K ﹤0.01% 774
2023
Q3 		$2K Buy
53
+26
+96% +$1.73K ﹤0.01% 473
2023
Q2 		$1K Buy
27
+7
+35% +$521 ﹤0.01% 565
2023
Q1 		$1K Buy
20
+6
+43% +$474 ﹤0.01% 435
2022
Q4 		$1K Hold
14
– – ﹤0.01% 417
2022
Q3 		$1K Hold
14
– – ﹤0.01% 449
2022
Q2 		$1K Buy
+14
New +$1.24K ﹤0.01% 447
2020
Q4 		– Sell
-40
Closed -$3K – 357
2020
Q3 		$3K Hold
40
– – ﹤0.01% 253
2020
Q2 		$3K Hold
40
– – ﹤0.01% 230
2020
Q1 		$3K Buy
+40
New +$3.51K ﹤0.01% 239

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

Avion Wealth's ES Position: Q1 2026 in Review

Avion Wealth held its Eversource Energy (ES) position steady in Q1 2026 at 109 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Avion Wealth first reported a position in ES in Q1 2020 and has held it in 19 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Avion Wealth held 109 shares of Eversource Energy worth $7K as of Q1 2026.
  • Avion Wealth left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #571 holding.
  • Avion Wealth first reported a position in Eversource Energy in Q1 2020 and has held it in 19 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.