DWM
ES icon

Destination Wealth Management’s Eversource Energy ES Stock Holding History

Destination 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
Q1 		$390K Buy
5,634
+103
+2% +$7.28K 0.01% 231
2025
Q4 		$372K Buy
5,531
+461
+9% +$32.4K 0.01% 230
2025
Q3 		$361K Buy
5,070
+351
+7% +$23K 0.01% 209
2025
Q2 		$300K Sell
4,719
-117
-2% -$7.21K 0.01% 214
2025
Q1 		$300K Sell
4,836
-164
-3% -$9.79K 0.01% 204
2024
Q4 		$287K Buy
5,000
+263
+6% +$16.4K 0.01% 203
2024
Q3 		$322K Buy
4,737
+58
+1% +$3.75K 0.01% 187
2024
Q2 		$265K Sell
4,679
-179
-4% -$10.6K 0.01% 180
2024
Q1 		$290K Sell
4,858
-736
-13% -$42.3K 0.01% 176
2023
Q4 		$345K Sell
5,594
-3,287
-37% -$189K 0.01% 164
2023
Q3 		$516K Sell
8,881
-174
-2% -$11.6K 0.02% 143
2023
Q2 		$642K Sell
9,055
-78
-0.9% -$5.81K 0.02% 140
2023
Q1 		$715K Buy
9,133
+86
+1% +$6.79K 0.03% 131
2022
Q4 		$758K Buy
9,047
+203
+2% +$16.1K 0.03% 124
2022
Q3 		$689K Sell
8,844
-329
-4% -$29K 0.03% 122
2022
Q2 		$775K Buy
9,173
+80
+0.9% +$7.11K 0.03% 123
2022
Q1 		$802K Buy
9,093
+4,897
+117% +$419K 0.03% 121
2021
Q4 		$382K Buy
4,196
+30
+0.7% +$2.58K 0.01% 154
2021
Q3 		$341K Buy
4,166
+31
+0.7% +$2.69K 0.01% 142
2021
Q2 		$332K Sell
4,135
-470
-10% -$39.6K 0.01% 150
2021
Q1 		$399K Buy
+4,605
New +$391K 0.02% 138
2019
Q2 		– Sell
-36
Closed -$3K – 609
2019
Q1 		$3K Sell
36
-417
-92% -$28.7K ﹤0.01% 569
2018
Q4 		$29K Buy
+453
New +$29.5K ﹤0.01% 327
2018
Q3 		– Sell
-95
Closed -$6K – 704
2018
Q2 		$6K Buy
+95
New +$5.47K ﹤0.01% 430

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

Destination Wealth Management's ES Position: Q1 2026 in Review

Destination Wealth Management increased its Eversource Energy (ES) stake by 1.9% in Q1 2026, buying an estimated $7.28K and bringing the position to 5,634 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #231.

Destination Wealth Management first reported a position in ES in Q2 2018 and has held it in 24 quarters since. The position peaked at $802K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Destination Wealth Management held 5,634 shares of Eversource Energy worth $390K as of Q1 2026.
  • Destination Wealth Management bought 103 Eversource Energy shares in Q1 2026, an estimated $7.28K.
  • Eversource Energy made up 0.01% of Destination Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Destination Wealth Management first reported a position in Eversource Energy in Q2 2018 and has held it in 24 quarters since.
  • Destination Wealth Management's Eversource Energy position peaked at $802K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.