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Bartlett & Co Wealth Management’s Eversource Energy ES Stock Holding History

Bartlett & Co 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 		$3.82K Buy
55
+2
+4% +$141 ﹤0.01% 1046
2025
Q4 		$3.57K Hold
53
– – ﹤0.01% 1059
2025
Q3 		$3.77K Buy
+53
New +$3.48K ﹤0.01% 1039
2025
Q2 		– Sell
-3
Closed -$186 – 1277
2025
Q1 		$186 Sell
3
-1,243
-100% -$74.2K ﹤0.01% 1170
2024
Q4 		$71.6K Sell
1,246
-500
-29% -$31.2K ﹤0.01% 585
2024
Q3 		$119K Hold
1,746
– – ﹤0.01% 523
2024
Q2 		$99K Sell
1,746
-207
-11% -$12.3K ﹤0.01% 543
2024
Q1 		$117K Hold
1,953
– – ﹤0.01% 523
2023
Q4 		$122K Hold
1,953
– – ﹤0.01% 548
2023
Q3 		$114K Hold
1,953
– – ﹤0.01% 521
2023
Q2 		$139K Hold
1,953
– – ﹤0.01% 502
2023
Q1 		$153K Hold
1,953
– – ﹤0.01% 412
2022
Q4 		$164K Sell
1,953
-3
-0.2% -$238 ﹤0.01% 411
2022
Q3 		$152K Sell
1,956
-49
-2% -$4.32K ﹤0.01% 406
2022
Q2 		$169K Sell
2,005
-22
-1% -$1.96K ﹤0.01% 394
2022
Q1 		$179K Buy
+2,027
New +$173K ﹤0.01% 398
2021
Q4 		– Sell
-1,183
Closed -$96.7K – 537
2021
Q3 		$96.7K Buy
1,183
+439
+59% +$38.1K ﹤0.01% 416
2021
Q2 		$59.7K Hold
744
– – ﹤0.01% 477
2021
Q1 		$64.4K Hold
744
– – ﹤0.01% 493
2020
Q4 		$64.4K Hold
744
– – ﹤0.01% 492
2020
Q3 		$62.2K Hold
744
– – ﹤0.01% 461
2020
Q2 		$62K Hold
744
– – ﹤0.01% 456
2020
Q1 		$58.2K Buy
744
+19
+3% +$1.67K ﹤0.01% 436
2019
Q4 		$61.7K Buy
725
+18
+3% +$1.5K ﹤0.01% 495
2019
Q3 		$60.4K Buy
707
+607
+607% +$48.2K ﹤0.01% 490
2019
Q2 		$7.58K Buy
+100
New +$7.32K ﹤0.01% 603

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

Bartlett & Co Wealth Management's ES Position: Q1 2026 in Review

Bartlett & Co Wealth Management increased its Eversource Energy (ES) stake by 3.8% in Q1 2026, buying an estimated $141 and bringing the position to 55 shares worth $3.82K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Bartlett & Co Wealth Management first reported a position in ES in Q2 2019 and has held it in 26 quarters since. The position peaked at $179K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Bartlett & Co Wealth Management held 55 shares of Eversource Energy worth $3.82K as of Q1 2026.
  • Bartlett & Co Wealth Management bought 2 Eversource Energy shares in Q1 2026, an estimated $141.
  • Eversource Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1046 holding.
  • Bartlett & Co Wealth Management first reported a position in Eversource Energy in Q2 2019 and has held it in 26 quarters since.
  • Bartlett & Co Wealth Management's Eversource Energy position peaked at $179K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.