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Bay Harbor Wealth Management’s Eversource Energy ES Stock Holding History

Bay Harbor 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 		$3.05K Buy
44
+13
+42% +$919 ﹤0.01% 462
2025
Q4 		$2.09K Buy
31
+11
+55% +$772 ﹤0.01% 473
2025
Q3 		$1.42K Buy
20
+4
+25% +$262 ﹤0.01% 434
2025
Q2 		$1.02K Buy
16
+8
+100% +$493 ﹤0.01% 448
2025
Q1 		$496 Buy
+8
New +$477 ﹤0.01% 431
2023
Q4 		– Sell
-771
Closed -$44.8K – 175
2023
Q3 		$44.8K Buy
771
+49
+7% +$3.27K 0.02% 98
2023
Q2 		$51.2K Sell
722
-55
-7% -$4.1K 0.02% 95
2023
Q1 		$60.8K Buy
777
+74
+11% +$5.85K 0.03% 86
2022
Q4 		$59K Sell
703
-2
-0.3% -$159 0.03% 90
2022
Q3 		$55K Buy
705
+11
+2% +$969 0.03% 89
2022
Q2 		$59K Buy
694
+79
+13% +$7.02K 0.03% 93
2022
Q1 		$54K Hold
615
– – 0.02% 111
2021
Q4 		$54K Buy
615
+25
+4% +$2.15K 0.02% 113
2021
Q3 		$48K Sell
590
-4
-0.7% -$347 0.02% 125
2021
Q2 		$48K Buy
594
+7
+1% +$589 0.02% 131
2021
Q1 		$51K Buy
587
+10
+2% +$849 0.02% 144
2020
Q4 		$50K Sell
577
-9
-2% -$801 0.02% 161
2020
Q3 		$49K Sell
586
-3
-0.5% -$257 0.02% 160
2020
Q2 		$49K Buy
589
+109
+23% +$9.03K 0.03% 149
2020
Q1 		$38K Buy
480
+82
+21% +$7.19K 0.02% 152
2019
Q4 		$34K Buy
+398
New +$33.1K 0.02% 180

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

Bay Harbor Wealth Management's ES Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its Eversource Energy (ES) stake by 42% in Q1 2026, buying an estimated $919 and bringing the position to 44 shares worth $3.05K. The position accounts for ﹤0.01% of the portfolio, ranked #462.

Bay Harbor Wealth Management first reported a position in ES in Q4 2019 and has held it in 21 quarters since. The position peaked at $60.8K in Q1 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Bay Harbor Wealth Management held 44 shares of Eversource Energy worth $3.05K as of Q1 2026.
  • Bay Harbor Wealth Management bought 13 Eversource Energy shares in Q1 2026, an estimated $919.
  • Eversource Energy made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #462 holding.
  • Bay Harbor Wealth Management first reported a position in Eversource Energy in Q4 2019 and has held it in 21 quarters since.
  • Bay Harbor Wealth Management's Eversource Energy position peaked at $60.8K in Q1 2023.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.