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Fourth Dimension Wealth’s Eversource Energy ES Stock Holding History

Fourth Dimension Wealth’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 		– Sell
-52
Closed -$3.5K – 609
2025
Q4 		$3.5K Hold
52
– – ﹤0.01% 513
2025
Q3 		$3.7K Sell
52
-40
-43% -$2.62K ﹤0.01% 505
2025
Q2 		$5.85K Sell
92
-50
-35% -$3.08K ﹤0.01% 477
2025
Q1 		$8.82K Buy
+142
New +$8.47K ﹤0.01% 430
2024
Q4 		– Hold
0
– – – 448

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

Fourth Dimension Wealth's ES Position: Q1 2026 in Review

Fourth Dimension Wealth sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 52 shares — an estimated $3.5K sold.

Fourth Dimension Wealth first reported a position in ES in Q1 2025 and held it in 4 quarters. The position peaked at $8.82K in Q1 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Fourth Dimension Wealth reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Fourth Dimension Wealth sold 52 Eversource Energy shares in Q1 2026, an estimated $3.5K.
  • Fourth Dimension Wealth first reported a position in Eversource Energy in Q1 2025 and held it in 4 quarters.
  • Fourth Dimension Wealth's Eversource Energy position peaked at $8.82K in Q1 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.