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Garton & Associates Financial Advisors’s Eversource Energy ES Stock Holding History

Garton & Associates Financial 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 		– Sell
-420
Closed -$28.3K – 297
2025
Q4 		$28.3K Buy
+420
New +$29.5K 0.02% 526

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Garton & Associates Financial Advisors's ES Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 420 shares — an estimated $28.3K sold.

Garton & Associates Financial Advisors first reported a position in ES in Q4 2025 and held it in 1 quarter. The position peaked at $28.3K in Q4 2025. 1,068 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 420 Eversource Energy shares in Q1 2026, an estimated $28.3K.
  • Garton & Associates Financial Advisors first reported a position in Eversource Energy in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Eversource Energy position peaked at $28.3K in Q4 2025.
  • 1,068 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.