HAG
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HighPoint Advisor Group’s Eversource Energy ES Stock Holding History

HighPoint Advisor Group’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
-4,147
Closed -$279K – 779
2025
Q4 		$279K Sell
4,147
-40
-1% -$2.81K 0.01% 880
2025
Q3 		$298K Sell
4,187
-125
-3% -$8.2K 0.01% 538
2025
Q2 		$274K Sell
4,312
-95
-2% -$5.85K 0.01% 551
2025
Q1 		$262K Buy
4,407
+45
+1% +$2.69K 0.02% 529
2024
Q4 		$268K Buy
4,362
+123
+3% +$7.67K 0.01% 548
2024
Q3 		$270K Sell
4,239
-424
-9% -$27.4K 0.02% 521
2024
Q2 		$308K Sell
4,663
-93
-2% -$5.51K 0.02% 463
2024
Q1 		$291K Sell
4,756
-153
-3% -$8.8K 0.02% 477
2023
Q4 		$282K Buy
+4,909
New +$283K 0.02% 488
2022
Q2 		$455K Buy
+5,406
New +$480K 0.05% 308
2021
Q3 		$260K Sell
3,178
-258
-8% -$22.4K 0.03% 437
2021
Q2 		$276K Sell
3,436
-221
-6% -$18.6K 0.03% 416
2021
Q1 		$315K Sell
3,657
-252
-6% -$21.4K 0.04% 359
2020
Q4 		$335K Buy
3,909
+205
+6% +$18.3K 0.04% 333
2020
Q3 		$342K Sell
3,704
-525
-12% -$44.9K 0.06% 250
2020
Q2 		$360K Buy
4,229
+116
+3% +$9.61K 0.08% 208
2020
Q1 		$356K Sell
4,113
-217
-5% -$19K 0.08% 196
2019
Q4 		$388K Buy
4,330
+117
+3% +$9.73K 0.08% 215
2019
Q3 		$334K Buy
4,213
+86
+2% +$6.83K 0.07% 226
2019
Q2 		$317K Sell
4,127
-5
-0.1% -$366 0.07% 233
2019
Q1 		$295K Buy
4,132
+56
+1% +$3.86K 0.07% 247
2018
Q4 		$287K Sell
4,076
-100
-2% -$6.52K 0.08% 235
2018
Q3 		$264K Sell
4,176
-43
-1% -$2.63K 0.07% 247
2018
Q2 		$266K Buy
+4,219
New +$243K 0.07% 260

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

HighPoint Advisor Group's ES Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 4,147 shares — an estimated $279K sold.

HighPoint Advisor Group first reported a position in ES in Q2 2018 and held it in 24 quarters. The position peaked at $455K in Q2 2022. 1,068 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 4,147 Eversource Energy shares in Q1 2026, an estimated $279K.
  • HighPoint Advisor Group first reported a position in Eversource Energy in Q2 2018 and held it in 24 quarters.
  • HighPoint Advisor Group's Eversource Energy position peaked at $455K in Q2 2022.
  • 1,068 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.