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EP Wealth Advisors’s Eversource Energy ES Stock Holding History

EP Wealth Advisors’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 		$1.67M Buy
24,148
+2,313
+11% +$163K 0.01% 511
2025
Q4 		$1.47M Buy
+21,835
New +$1.53M 0.01% 517
2025
Q2 		$1.51M Buy
23,767
+2,477
+12% +$153K 0.01% 477
2025
Q1 		$1.32M Sell
21,290
-984
-4% -$58.7K 0.01% 436
2024
Q4 		$1.28M Buy
22,274
+5,887
+36% +$367K 0.01% 440
2024
Q3 		$1.12M Sell
16,387
-100
-0.6% -$6.46K 0.01% 470
2024
Q2 		$935K Buy
+16,487
New +$977K 0.01% 402
2023
Q3 		– Sell
-10,403
Closed -$219K – 759
2023
Q2 		$219K Buy
10,403
+8,808
+552% +$656K ﹤0.01% 636
2023
Q1 		$1.15M Buy
+1,595
New +$126K 0.02% 288
2022
Q3 		– Sell
-3,025
Closed -$256K – 423
2022
Q2 		$256K Sell
3,025
-63
-2% -$5.6K 0.01% 519
2022
Q1 		$272K Buy
3,088
+182
+6% +$15.6K 0.01% 506
2021
Q4 		$264K Buy
+2,906
New +$250K 0.01% 481
2021
Q3 		– Sell
-2,965
Closed -$238K – 541
2021
Q2 		$238K Buy
2,965
+426
+17% +$35.9K 0.01% 490
2021
Q1 		$220K Buy
+2,539
New +$216K 0.01% 457

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

EP Wealth Advisors's ES Position: Q1 2026 in Review

EP Wealth Advisors increased its Eversource Energy (ES) stake by 11% in Q1 2026, buying an estimated $163K and bringing the position to 24,148 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #511.

EP Wealth Advisors first reported a position in ES in Q1 2021 and has held it in 14 quarters since. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • EP Wealth Advisors held 24,148 shares of Eversource Energy worth $1.67M as of Q1 2026.
  • EP Wealth Advisors bought 2,313 Eversource Energy shares in Q1 2026, an estimated $163K.
  • Eversource Energy made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #511 holding.
  • EP Wealth Advisors first reported a position in Eversource Energy in Q1 2021 and has held it in 14 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.