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

Heritage 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
2026
Q1 		$62.4K Hold
900
– – ﹤0.01% 299
2025
Q4 		$60.6K Hold
900
– – ﹤0.01% 304
2025
Q3 		$64K Hold
900
– – ﹤0.01% 281
2025
Q2 		$57.3K Buy
900
+100
+13% +$6.16K ﹤0.01% 288
2025
Q1 		$49.7K Buy
800
+113
+16% +$6.74K ﹤0.01% 303
2024
Q4 		$39.5K Buy
687
+15
+2% +$935 ﹤0.01% 336
2024
Q3 		$45.7K Buy
672
+172
+34% +$11.1K ﹤0.01% 335
2024
Q2 		$28.4K Buy
500
+100
+25% +$5.93K ﹤0.01% 358
2024
Q1 		$23.9K Hold
400
– – ﹤0.01% 384
2023
Q4 		$24.7K Buy
+400
New +$23.1K ﹤0.01% 392
2023
Q3 		– Sell
-200
Closed -$14.2K – 542
2023
Q2 		$14.2K Hold
200
– – ﹤0.01% 418
2023
Q1 		$15.7K Hold
200
– – ﹤0.01% 416
2022
Q4 		$16.8K Hold
200
– – ﹤0.01% 423
2022
Q3 		$15.6K Sell
200
-400
-67% -$35.3K ﹤0.01% 398
2022
Q2 		$51K Hold
600
– – ﹤0.01% 326
2022
Q1 		$53K Hold
600
– – ﹤0.01% 312
2021
Q4 		$55K Hold
600
– – ﹤0.01% 322
2021
Q3 		$49.1K Hold
600
– – ﹤0.01% 321
2021
Q2 		$48.1K Hold
600
– – ﹤0.01% 328
2021
Q1 		$52K Sell
600
-145
-19% -$12.3K ﹤0.01% 330
2020
Q4 		$64K Hold
745
– – ﹤0.01% 301
2020
Q3 		$62.2K Hold
745
– – 0.01% 249
2020
Q2 		$62K Sell
745
-8
-1% -$662 0.01% 243
2020
Q1 		$58.9K Hold
753
– – 0.01% 242
2019
Q4 		$64.1K Hold
753
– – 0.01% 278
2019
Q3 		$64K Hold
753
– – 0.01% 250
2019
Q2 		$57K Hold
753
– – 0.01% 238
2019
Q1 		$53.4K Buy
753
+545
+262% +$37.5K 0.01% 222
2018
Q4 		$13K Hold
208
– – ﹤0.01% 292
2018
Q3 		$12K Buy
+208
New +$12.7K ﹤0.01% 292

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Heritage Wealth Advisors's ES Position: Q1 2026 in Review

Heritage Wealth Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 900 shares worth $62.4K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Heritage Wealth Advisors first reported a position in ES in Q3 2018 and has held it in 30 quarters since. The position peaked at $64.1K in Q4 2019. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Heritage Wealth Advisors held 900 shares of Eversource Energy worth $62.4K as of Q1 2026.
  • Heritage Wealth Advisors left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #299 holding.
  • Heritage Wealth Advisors first reported a position in Eversource Energy in Q3 2018 and has held it in 30 quarters since.
  • Heritage Wealth Advisors's Eversource Energy position peaked at $64.1K in Q4 2019.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.