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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Eversource Energy ES Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		$225K Sell
3,115
-22
-0.7% -$1.52K 0.06% 169
2026
Q1 		$217K Buy
3,137
+1,911
+156% +$135K 0.06% 159
2025
Q4 		$82.6K Buy
1,226
+1
+0.1% +$70 0.02% 248
2025
Q3 		$87.2K Buy
1,225
+2
+0.2% +$131 0.03% 222
2025
Q2 		$77.9K Buy
1,223
+1
+0.1% +$62 0.03% 219
2025
Q1 		$75.9K Buy
1,222
+1
+0.1% +$60 0.03% 220
2024
Q4 		$70.1K Buy
1,221
+1,108
+981% +$69.1K 0.03% 219
2024
Q3 		$7.73K Buy
113
+1
+0.9% +$65 ﹤0.01% 308
2024
Q2 		$6.38K Buy
112
+3
+3% +$178 ﹤0.01% 298
2024
Q1 		$6.56K Hold
109
– – ﹤0.01% 294
2023
Q4 		$6.77K Buy
109
+1
+0.9% +$58 ﹤0.01% 271
2023
Q3 		$6.31K Buy
+108
New +$7.2K ﹤0.01% 217
2023
Q2 		– Sell
-547
Closed -$40.7K – 212
2023
Q1 		$42.8K Buy
547
+1
+0.2% +$79 0.03% 164
2022
Q4 		$45.8K Buy
+546
New +$43.3K 0.04% 159

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ES Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reduced its Eversource Energy (ES) stake by 0.7% in Q2 2026, selling an estimated $1.52K and leaving 3,115 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #169.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ES in Q4 2022 and has held it in 14 quarters since. 640 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 3,115 shares of Eversource Energy worth $225K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 22 Eversource Energy shares in Q2 2026, an estimated $1.52K.
  • Eversource Energy made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #169 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
  • 640 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.