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

Axxcess 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 		– Sell
-3,496
Closed -$235K – 582
2025
Q4 		$235K Hold
3,496
– – ﹤0.01% 934
2025
Q3 		$249K Hold
3,496
– – 0.01% 817
2025
Q2 		$222K Hold
3,496
– – 0.01% 814
2025
Q1 		$217K Hold
3,496
– – 0.01% 791
2024
Q4 		$201K Hold
3,496
– – ﹤0.01% 821
2024
Q3 		$238K Buy
+3,496
New +$226K 0.01% 775
2024
Q2 		– Sell
-3,746
Closed -$224K – 879
2024
Q1 		$224K Sell
3,746
-716
-16% -$41.2K 0.01% 777
2023
Q4 		$275K Buy
+4,462
New +$257K 0.01% 668

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

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

Axxcess Wealth Management sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 3,496 shares — an estimated $235K sold.

Axxcess Wealth Management first reported a position in ES in Q4 2023 and held it in 8 quarters. The position peaked at $275K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Axxcess Wealth Management reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,496 Eversource Energy shares in Q1 2026, an estimated $235K.
  • Axxcess Wealth Management first reported a position in Eversource Energy in Q4 2023 and held it in 8 quarters.
  • Axxcess Wealth Management's Eversource Energy position peaked at $275K in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.