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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
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

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

BetterWealth's ES Position: Q1 2026 in Review

BetterWealth reduced its Eversource Energy (ES) stake by 39% in Q1 2026, selling an estimated $424K and leaving 9,499 shares worth $658K. The position accounts for 0.13% of the portfolio, ranked #38.

BetterWealth first reported a position in ES in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.35M in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • BetterWealth held 9,499 shares of Eversource Energy worth $658K as of Q1 2026.
  • BetterWealth sold 6,000 Eversource Energy shares in Q1 2026, an estimated $424K.
  • Eversource Energy made up 0.13% of BetterWealth's portfolio in Q1 2026, its #38 holding.
  • BetterWealth first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • BetterWealth's Eversource Energy position peaked at $1.35M in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.