Cadence Wealth Management’s Eversource Energy ES Stock Holding History

Cadence 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	$245K	Buy	3,540 +18	+0.5%	+$1.27K	0.1%	54
2025 Q4	$237K	Buy	3,522 +1	+0%	+$70	0.11%	54
2025 Q3	$251K	Hold	3,521	–	–	0.13%	52
2025 Q2	$224K	Hold	3,521	–	–	0.15%	49
2025 Q1	$219K	Hold	3,521	–	–	0.16%	44
2024 Q4	$202K	Hold	3,521	–	–	0.13%	46
2024 Q3	$240K	Buy	+3,521	New	+$228K	0.19%	40
2024 Q2	–	Sell	-3,521	Closed	-$210K	–	48
2024 Q1	$210K	Hold	3,521	–	–	0.22%	38
2023 Q4	$217K	Sell	3,521 -479	-12%	-$27.6K	0.17%	36
2023 Q3	$233K	Buy	4,000 +958	+31%	+$63.9K	0.19%	35
2023 Q2	$216K	Hold	3,042	–	–	0.21%	33
2023 Q1	$238K	Hold	3,042	–	–	0.24%	28
2022 Q4	$255K	Hold	3,042	–	–	0.22%	20
2022 Q3	$237K	Hold	3,042	–	–	0.22%	23
2022 Q2	$257K	Hold	3,042	–	–	0.27%	24
2022 Q1	$268K	Hold	3,042	–	–	0.21%	29
2021 Q4	$277K	Hold	3,042	–	–	0.3%	27
2021 Q3	$249K	Hold	3,042	–	–	0.28%	27
2021 Q2	$244K	Hold	3,042	–	–	0.21%	27
2021 Q1	$263K	Buy	+3,042	New	+$258K	0.24%	26

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Cadence Wealth Management increased its Eversource Energy (ES) stake by 0.51% in Q1 2026, buying an estimated $1.27K and bringing the position to 3,540 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #54.

Cadence Wealth Management first reported a position in ES in Q1 2021 and has held it in 20 quarters since. The position peaked at $277K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Cadence Wealth Management held 3,540 shares of Eversource Energy worth $245K as of Q1 2026.
Cadence Wealth Management bought 18 Eversource Energy shares in Q1 2026, an estimated $1.27K.
Eversource Energy made up 0.1% of Cadence Wealth Management's portfolio in Q1 2026, its #54 holding.
Cadence Wealth Management first reported a position in Eversource Energy in Q1 2021 and has held it in 20 quarters since.
Cadence Wealth Management's Eversource Energy position peaked at $277K in Q4 2021.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.