FSA Wealth Management’s Eversource Energy ES Stock Holding History

FSA Wealth Management’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
2025 Q3	$78.6K	Hold	1,105	–	–	0.03%	114
2025 Q2	$70.3K	Hold	1,105	–	–	0.03%	120
2025 Q1	$68.6K	Hold	1,105	–	–	0.03%	119
2024 Q4	$63.5K	Hold	1,105	–	–	0.03%	128
2024 Q3	$75.2K	Buy	+1,105	New	+$71.4K	0.03%	118
2024 Q1	$66K	Hold	1,105	–	–	0.03%	119
2023 Q4	$68K	Buy	+1,105	New	+$63.7K	0.03%	108
2021 Q1	–	Sell	-1,105	Closed	-$96K	–	115
2020 Q4	$96K	Buy	+1,105	New	+$98.4K	0.05%	85
2020 Q3	–	Sell	-1,205	Closed	-$100K	–	152
2020 Q2	$100K	Hold	1,205	–	–	0.07%	79
2020 Q1	$94K	Sell	1,205 -20	-2%	-$1.75K	0.08%	78
2019 Q4	$104K	Buy	+1,225	New	+$102K	0.07%	86

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FSA Wealth Management's ES Position: Q3 2025 in Review

FSA Wealth Management held its Eversource Energy (ES) position steady in Q3 2025 at 1,105 shares worth $78.6K. The position accounts for 0.03% of the portfolio, ranked #114.

FSA Wealth Management first reported a position in ES in Q4 2019 and has held it in 11 quarters since. The position peaked at $104K in Q4 2019. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

FSA Wealth Management held 1,105 shares of Eversource Energy worth $78.6K as of Q3 2025.
FSA Wealth Management left its Eversource Energy share count unchanged in Q3 2025.
Eversource Energy made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #114 holding.
FSA Wealth Management first reported a position in Eversource Energy in Q4 2019 and has held it in 11 quarters since.
FSA Wealth Management's Eversource Energy position peaked at $104K in Q4 2019.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.