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Exencial Wealth Advisors’s Eversource Energy ES Stock Holding History

Exencial 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 		$300K Buy
4,336
+878
+25% +$62K 0.01% 478
2025
Q4 		$233K Buy
3,458
+185
+6% +$13K 0.01% 517
2025
Q3 		$233K Buy
+3,273
New +$215K 0.01% 490

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

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

Exencial Wealth Advisors increased its Eversource Energy (ES) stake by 25% in Q1 2026, buying an estimated $62K and bringing the position to 4,336 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #478.

Exencial Wealth Advisors first reported a position in ES in Q3 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Exencial Wealth Advisors held 4,336 shares of Eversource Energy worth $300K as of Q1 2026.
  • Exencial Wealth Advisors bought 878 Eversource Energy shares in Q1 2026, an estimated $62K.
  • Eversource Energy made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #478 holding.
  • Exencial Wealth Advisors first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.