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Cornerstone Wealth Group’s Eversource Energy ES Stock Holding History

Cornerstone Wealth Group’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 		$215K Sell
3,224
-10
-0.3% -$707 0.01% 419
2025
Q4 		$218K Buy
+3,234
New +$227K 0.01% 356

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Wealth Group's ES Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Eversource Energy (ES) stake by 0.31% in Q1 2026, selling an estimated $707 and leaving 3,224 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #419.

Cornerstone Wealth Group first reported a position in ES in Q4 2025 and has held it in 2 quarters since. The position peaked at $218K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Cornerstone Wealth Group held 3,224 shares of Eversource Energy worth $215K as of Q1 2026.
  • Cornerstone Wealth Group sold 10 Eversource Energy shares in Q1 2026, an estimated $707.
  • Eversource Energy made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #419 holding.
  • Cornerstone Wealth Group first reported a position in Eversource Energy in Q4 2025 and has held it in 2 quarters since.
  • Cornerstone Wealth Group's Eversource Energy position peaked at $218K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.