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Iams Wealth Management’s Eversource Energy ES Stock Holding History

Iams 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
Q4 		– Sell
-3,333
Closed -$237K – 193
2025
Q3 		$237K Buy
+3,333
New +$219K 0.1% 169

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 $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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Iams Wealth Management's ES Position: Q4 2025 in Review

Iams Wealth Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 3,333 shares — an estimated $237K sold.

Iams Wealth Management first reported a position in ES in Q3 2025 and held it in 1 quarter. The position peaked at $237K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Iams Wealth Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Iams Wealth Management sold 3,333 Eversource Energy shares in Q4 2025, an estimated $237K.
  • Iams Wealth Management first reported a position in Eversource Energy in Q3 2025 and held it in 1 quarter.
  • Iams Wealth Management's Eversource Energy position peaked at $237K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Iams Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.