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BetterWealth’s Eversource Energy ES Stock Holding History

BetterWealth’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
Q3 		$610K Hold
9,502
– – 0.1% 43
2026
Q2 		$687K Buy
9,502
+3
+0% +$208 0.12% 43
2026
Q1 		$658K Sell
9,499
-6,000
-39% -$424K 0.13% 38
2025
Q4 		$1.04M Sell
15,499
-3,488
-18% -$245K 0.24% 30
2025
Q3 		$1.35M Buy
+18,987
New +$1.24M 0.32% 27

Other funds holding ES

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

BetterWealth's ES Position: Q3 2026 in Review

BetterWealth held its Eversource Energy (ES) position steady in Q3 2026 at 9,502 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #43.

BetterWealth first reported a position in ES in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.35M in Q3 2025. 159 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • BetterWealth held 9,502 shares of Eversource Energy worth $610K as of Q3 2026.
  • BetterWealth left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up 0.1% of BetterWealth's portfolio in Q3 2026, its #43 holding.
  • BetterWealth first reported a position in Eversource Energy in Q3 2025 and has held it in 5 quarters since.
  • BetterWealth's Eversource Energy position peaked at $1.35M in Q3 2025.
  • 159 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.