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 Q3	–	Sell	-3,962	Closed	-$286K	–	63
2026 Q2	$286K	Buy	3,962 +422	+12%	+$29.2K	0.13%	53
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 $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Cadence Wealth Management's ES Position: Q3 2026 in Review

Cadence Wealth Management sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 3,962 shares — an estimated $286K sold.

Cadence Wealth Management first reported a position in ES in Q1 2021 and held it in 21 quarters. The position peaked at $286K in Q2 2026. 941 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Cadence Wealth Management reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
Cadence Wealth Management sold 3,962 Eversource Energy shares in Q3 2026, an estimated $286K.
Cadence Wealth Management first reported a position in Eversource Energy in Q1 2021 and held it in 21 quarters.
Cadence Wealth Management's Eversource Energy position peaked at $286K in Q2 2026.
941 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Cadence Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.