Forvis Mazars Wealth Advisors
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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
Q3 		$465K Buy
7,245
+2
+0% +$142 0.01% 304
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ES Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors increased its Eversource Energy (ES) stake by 0.03% in Q3 2026, buying an estimated $142 and bringing the position to 7,245 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #304.

Forvis Mazars Wealth Advisors first reported a position in ES in Q4 2019 and has held it in 23 quarters since. The position peaked at $662K in Q4 2022. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 7,245 shares of Eversource Energy worth $465K as of Q3 2026.
  • Forvis Mazars Wealth Advisors bought 2 Eversource Energy shares in Q3 2026, an estimated $142.
  • Eversource Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #304 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Eversource Energy in Q4 2019 and has held it in 23 quarters since.
  • Forvis Mazars Wealth Advisors's Eversource Energy position peaked at $662K in Q4 2022.
  • 599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.