HB Wealth Management’s Eversource Energy ES Stock Holding History

HB 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
2026 Q1	$1.65M	Buy	23,775 +4,809	+25%	+$340K	0.01%	485
2025 Q4	$1.28M	Buy	18,966 +1,165	+7%	+$81.8K	0.01%	550
2025 Q3	$1.27M	Buy	17,801 +3,191	+22%	+$209K	0.01%	548
2025 Q2	$930K	Buy	14,610 +2,194	+18%	+$135K	0.01%	550
2025 Q1	$771K	Buy	12,416 +1,079	+10%	+$64.4K	0.01%	619
2024 Q4	$651K	Sell	11,337 -1,894	-14%	-$118K	0.01%	537
2024 Q3	$900K	Buy	13,231 +2,130	+19%	+$138K	0.01%	419
2024 Q2	$630K	Buy	11,101 +746	+7%	+$44.2K	0.01%	473
2024 Q1	$619K	Buy	10,355 +4,328	+72%	+$249K	0.01%	442
2023 Q4	$372K	Buy	6,027 +1,682	+39%	+$97K	0.01%	532
2023 Q3	$253K	Buy	+4,345	New	+$290K	﹤0.01%	620

Other funds holding ES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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