Hemington Wealth Management’s Eversource Energy ES Stock Holding History

Hemington 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	$22K	Buy	315 +58	+23%	+$3.8K	﹤0.01%	600
2025 Q2	$16K	Buy	257 +81	+46%	+$4.99K	﹤0.01%	693
2025 Q1	$10K	Buy	176 +108	+159%	+$6.44K	﹤0.01%	812
2024 Q4	$3K	Sell	68 -11	-14%	-$686	﹤0.01%	1160
2024 Q3	$5K	Buy	+79	New	+$5.11K	﹤0.01%	930
2023 Q3	–	Sell	-4,181	Closed	-$296K	–	95
2023 Q2	$296K	Hold	4,181	–	–	0.12%	82
2023 Q1	$327K	Hold	4,181	–	–	0.13%	77
2022 Q4	$350K	Buy	4,181 +76	+2%	+$6.03K	0.15%	67
2022 Q3	$320K	Hold	4,105	–	–	0.14%	68
2022 Q2	$347K	Hold	4,105	–	–	0.14%	72
2022 Q1	$362K	Sell	4,105 -3	-0.1%	-$257	0.12%	78
2021 Q4	$355K	Hold	4,108	–	–	0.16%	62
2021 Q3	$336K	Hold	4,108	–	–	0.12%	74
2021 Q2	$330K	Hold	4,108	–	–	0.14%	71
2021 Q1	$356K	Hold	4,108	–	–	0.15%	64
2020 Q4	$355K	Buy	+4,108	New	+$366K	0.16%	62

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

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

Hemington Wealth Management increased its Eversource Energy (ES) stake by 23% in Q3 2025, buying an estimated $3.8K and bringing the position to 315 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

Hemington Wealth Management first reported a position in ES in Q4 2020 and has held it in 16 quarters since. The position peaked at $362K in Q1 2022. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Hemington Wealth Management held 315 shares of Eversource Energy worth $22K as of Q3 2025.
Hemington Wealth Management bought 58 Eversource Energy shares in Q3 2025, an estimated $3.8K.
Eversource Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #600 holding.
Hemington Wealth Management first reported a position in Eversource Energy in Q4 2020 and has held it in 16 quarters since.
Hemington Wealth Management's Eversource Energy position peaked at $362K in Q1 2022.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.