Cassaday & Co Wealth Management
ES icon

Cassaday & Co Wealth Management’s Eversource Energy ES Stock Holding History

Cassaday & Co 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 		$59.1K Buy
921
+688
+295% +$49K ﹤0.01% 584
2026
Q2 		$16.8K Buy
233
+156
+203% +$10.8K ﹤0.01% 797
2026
Q1 		$5.34K Buy
+77
New +$5.44K ﹤0.01% 962

Other funds holding ES

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Cassaday & Co Wealth Management's ES Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Eversource Energy (ES) stake by 295% in Q3 2026, buying an estimated $49K and bringing the position to 921 shares worth $59.1K. The position accounts for ﹤0.01% of the portfolio, ranked #584.

Cassaday & Co Wealth Management first reported a position in ES in Q1 2026 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Cassaday & Co Wealth Management held 921 shares of Eversource Energy worth $59.1K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 688 Eversource Energy shares in Q3 2026, an estimated $49K.
  • Eversource Energy made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #584 holding.
  • Cassaday & Co Wealth Management first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.