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Flagship Wealth Advisors’s Eversource Energy ES Stock Holding History

Flagship 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 		$91.7K Hold
1,441
– – 0.04% 149
2025
Q4 		$97K Hold
1,441
– – 0.03% 168
2025
Q3 		$103K Hold
1,441
– – 0.03% 164
2025
Q2 		$91.7K Hold
1,441
– – 0.03% 162
2025
Q1 		$89.5K Buy
1,441
+448
+45% +$26.7K 0.04% 161
2024
Q4 		$57K Buy
+993
New +$61.9K 0.03% 180

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

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

Flagship Wealth Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 1,441 shares worth $91.7K. The position accounts for 0.04% of the portfolio, ranked #149.

Flagship Wealth Advisors first reported a position in ES in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Flagship Wealth Advisors held 1,441 shares of Eversource Energy worth $91.7K as of Q1 2026.
  • Flagship Wealth Advisors left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.04% of Flagship Wealth Advisors's portfolio in Q1 2026, its #149 holding.
  • Flagship Wealth Advisors first reported a position in Eversource Energy in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Eversource Energy position peaked at $103K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.