HWA
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Heartwood Wealth Advisors’s Eversource Energy ES Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-14
Closed -$996 – 336
2025
Q3 		$996 Buy
+14
New +$918 ﹤0.01% 551

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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 $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heartwood Wealth Advisors's ES Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 14 shares — an estimated $996 sold.

Heartwood Wealth Advisors first reported a position in ES in Q3 2025 and held it in 1 quarter. The position peaked at $996 in Q3 2025. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 14 Eversource Energy shares in Q4 2025, an estimated $996.
  • Heartwood Wealth Advisors first reported a position in Eversource Energy in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Eversource Energy position peaked at $996 in Q3 2025.
  • 1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.