Carson Wealth (CWM LLC)’s Eversource Energy ES Stock Holding History

Carson Wealth (CWM LLC)’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	$11M	Buy	158,671 +46,171	+41%	+$3.26M	0.03%	516
2025 Q4	$7.58M	Sell	112,500 -6,347	-5%	-$446K	0.02%	622
2025 Q3	$8.46M	Buy	118,847 +76,363	+180%	+$5.01M	0.03%	523
2025 Q2	$2.7M	Buy	42,484 +1,227	+3%	+$75.6K	0.01%	834
2025 Q1	$2.56M	Buy	41,257 +5,330	+15%	+$318K	0.01%	750
2024 Q4	$2.06M	Sell	35,927 -1,254	-3%	-$78.2K	0.01%	771
2024 Q3	$2.53M	Buy	37,181 +7,215	+24%	+$466K	0.01%	631
2024 Q2	$1.7M	Sell	29,966 -116	-0.4%	-$6.88K	0.01%	690
2024 Q1	$1.8M	Buy	30,082 +787	+3%	+$45.2K	0.01%	655
2023 Q4	$1.81M	Sell	29,295 -2,311	-7%	-$133K	0.01%	600
2023 Q3	$1.84M	Buy	31,606 +10,509	+50%	+$701K	0.01%	561
2023 Q2	$1.5M	Buy	21,097 +8,349	+65%	+$622K	0.01%	589
2023 Q1	$998K	Buy	12,748 +2,190	+21%	+$173K	0.01%	669
2022 Q4	$885K	Sell	10,558 -127	-1%	-$10.1K	0.01%	652
2022 Q3	$833K	Buy	10,685 +4,964	+87%	+$437K	0.01%	602
2022 Q2	$483K	Sell	5,721 -3,923	-41%	-$349K	﹤0.01%	745
2022 Q1	$851K	Buy	9,644 +679	+8%	+$58.1K	0.01%	600
2021 Q4	$816K	Buy	+8,965	New	+$771K	0.01%	620
2021 Q2	$724K	Hold	9,023	–	–	0.01%	617
2021 Q1	$724K	Hold	9,023	–	–	0.01%	617
2020 Q4	$724K	Hold	9,023	–	–	0.01%	617
2020 Q3	$724K	Hold	9,023	–	–	0.01%	617
2020 Q2	$724K	Hold	9,023	–	–	0.01%	617
2020 Q1	$724K	Hold	9,023	–	–	0.01%	617
2019 Q4	$724K	Hold	9,023	–	–	0.01%	617
2019 Q3	$724K	Hold	9,023	–	–	0.01%	617
2019 Q2	$724K	Hold	9,023	–	–	0.01%	617
2019 Q1	$724K	Buy	9,023 +2,625	+41%	+$181K	0.01%	617
2018 Q4	$416K	Buy	6,398 +321	+5%	+$20.9K	0.01%	480
2018 Q3	$373K	Buy	6,077 +307	+5%	+$18.8K	0.01%	416
2018 Q2	$338K	Buy	5,770 +136	+2%	+$7.83K	0.01%	366
2018 Q1	$332K	Hold	5,634	–	–	0.01%	320
2017 Q4	$356K	Hold	5,634	–	–	0.02%	294
2017 Q3	$341K	Sell	5,634 -36	-0.6%	-$2.22K	0.02%	285
2017 Q2	$344K	Sell	5,670 -608	-10%	-$36.9K	0.02%	265
2017 Q1	$369K	Buy	6,278 +644	+11%	+$36.6K	0.02%	248
2016 Q4	$311K	Sell	5,634 -80	-1%	-$4.28K	0.02%	240
2016 Q3	$310K	Hold	5,714	–	–	0.02%	227
2016 Q2	$342K	Hold	5,714	–	–	0.02%	217
2016 Q1	$333K	Buy	5,714 +5,634	+7,043%	+$307K	0.03%	206
2015 Q4	$4K	Hold	80	–	–	﹤0.01%	543
2015 Q3	$4K	Buy	+80	New	+$3.85K	﹤0.01%	518

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ES Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Eversource Energy (ES) stake by 41% in Q1 2026, buying an estimated $3.26M and bringing the position to 158,671 shares worth $11M. The position accounts for 0.03% of the portfolio, ranked #516.

Carson Wealth (CWM LLC) first reported a position in ES in Q3 2015 and has held it in 42 quarters since. 1,070 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Carson Wealth (CWM LLC) held 158,671 shares of Eversource Energy worth $11M as of Q1 2026.
Carson Wealth (CWM LLC) bought 46,171 Eversource Energy shares in Q1 2026, an estimated $3.26M.
Eversource Energy made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #516 holding.
Carson Wealth (CWM LLC) first reported a position in Eversource Energy in Q3 2015 and has held it in 42 quarters since.
1,070 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.