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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
Q2 		$523K Hold
7,243
– – 0.01% 297
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ES Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors held its Eversource Energy (ES) position steady in Q2 2026 at 7,243 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #297.

Forvis Mazars Wealth Advisors first reported a position in ES in Q4 2019 and has held it in 22 quarters since. The position peaked at $662K in Q4 2022. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 7,243 shares of Eversource Energy worth $523K as of Q2 2026.
  • Forvis Mazars Wealth Advisors left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #297 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 22 quarters since.
  • Forvis Mazars Wealth Advisors's Eversource Energy position peaked at $662K in Q4 2022.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.