Congress Wealth Management’s Eversource Energy ES Stock Holding History

Congress 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
2025 Q2	$508K	Buy	7,988 +2,008	+34%	+$124K	﹤0.01%	922
2025 Q1	$371K	Buy	5,980 +298	+5%	+$17.8K	﹤0.01%	897
2024 Q4	$326K	Buy	5,682 +2,727	+92%	+$170K	﹤0.01%	744
2024 Q3	$201K	Buy	+2,955	New	+$191K	﹤0.01%	823
2024 Q1	–	Sell	-5,063	Closed	-$313K	–	597
2023 Q4	$313K	Buy	5,063 +1,611	+47%	+$92.9K	0.01%	524
2023 Q3	$201K	Sell	3,452 -23	-0.7%	-$1.53K	﹤0.01%	587
2023 Q2	$246K	Sell	3,475 -233	-6%	-$17.4K	0.01%	509
2023 Q1	$290K	Buy	3,708 +112	+3%	+$8.85K	0.01%	486
2022 Q4	$301K	Buy	3,596 +256	+8%	+$20.3K	0.01%	478
2022 Q3	$260K	Sell	3,340 -111	-3%	-$9.78K	0.01%	489
2022 Q2	$292K	Sell	3,451 -222	-6%	-$19.7K	0.01%	482
2022 Q1	$324K	Buy	3,673 +333	+10%	+$28.5K	0.01%	504
2021 Q4	$304K	Buy	+3,340	New	+$287K	0.01%	534

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

MAM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Congress Wealth Management's ES Position: Q2 2025 in Review

Congress Wealth Management increased its Eversource Energy (ES) stake by 34% in Q2 2025, buying an estimated $124K and bringing the position to 7,988 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Congress Wealth Management first reported a position in ES in Q4 2021 and has held it in 13 quarters since. 932 funds tracked by Wall St. Rank hold ES as of Q2 2025.

Congress Wealth Management held 7,988 shares of Eversource Energy worth $508K as of Q2 2025.
Congress Wealth Management bought 2,008 Eversource Energy shares in Q2 2025, an estimated $124K.
Eversource Energy made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #922 holding.
Congress Wealth Management first reported a position in Eversource Energy in Q4 2021 and has held it in 13 quarters since.
932 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.