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Forvis Mazars Wealth Advisors’s Eversource Energy ES Stock Holding History

Forvis Mazars 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 		$502K Hold
7,243
– – 0.01% 288
2025
Q4 		$488K Hold
7,243
– – 0.01% 292
2025
Q3 		$515K Sell
7,243
-101
-1% -$6.62K 0.01% 276
2025
Q2 		$467K Buy
7,344
+72
+1% +$4.44K 0.01% 294
2025
Q1 		$452K Buy
7,272
+1,109
+18% +$66.2K 0.01% 296
2024
Q4 		$354K Hold
6,163
– – 0.01% 357
2024
Q3 		$419K Sell
6,163
-70
-1% -$4.52K 0.01% 340
2024
Q2 		$353K Sell
6,233
-1,738
-22% -$103K 0.01% 329
2024
Q1 		$476K Buy
7,971
+13
+0.2% +$747 0.01% 302
2023
Q4 		$491K Sell
7,958
-35
-0.4% -$2.02K 0.01% 285
2023
Q3 		$465K Buy
7,993
+293
+4% +$19.5K 0.01% 283
2023
Q2 		$546K Hold
7,700
– – 0.02% 281
2023
Q1 		$603K Sell
7,700
-200
-3% -$15.8K 0.02% 242
2022
Q4 		$662K Buy
7,900
+193
+3% +$15.3K 0.02% 229
2022
Q3 		$601K Sell
7,707
-51
-0.7% -$4.5K 0.02% 238
2022
Q2 		$655K Buy
+7,758
New +$689K 0.03% 225
2021
Q1 		– Sell
-6,202
Closed -$537K – 308
2020
Q4 		$537K Buy
6,202
+334
+6% +$29.7K 0.03% 214
2020
Q3 		$490K Buy
5,868
+226
+4% +$19.3K 0.03% 209
2020
Q2 		$470K Sell
5,642
-300
-5% -$24.8K 0.03% 205
2020
Q1 		$465K Buy
5,942
+135
+2% +$11.8K 0.04% 178
2019
Q4 		$494K Buy
+5,807
New +$483K 0.04% 193

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

Forvis Mazars Wealth Advisors's ES Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 7,243 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #288.

Forvis Mazars Wealth Advisors first reported a position in ES in Q4 2019 and has held it in 21 quarters since. The position peaked at $662K in Q4 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 7,243 shares of Eversource Energy worth $502K as of Q1 2026.
  • Forvis Mazars Wealth Advisors left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #288 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's Eversource Energy position peaked at $662K in Q4 2022.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.