IMA Advisory Services’s Eversource Energy ES Stock Holding History

IMA Advisory Services’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	$207	Hold	3	–	–	﹤0.01%	961
2025 Q4	$201	Hold	3	–	–	﹤0.01%	947
2025 Q3	$213	Hold	3	–	–	﹤0.01%	489
2025 Q2	$193	Buy	+3	New	+$185	﹤0.01%	501
2017 Q3	–	Sell	-6,228	Closed	-$378K	–	126
2017 Q2	$378K	Sell	6,228 -1,503	-19%	-$91.3K	0.18%	108
2017 Q1	$454K	Buy	7,731 +873	+13%	+$49.6K	0.23%	106
2016 Q4	$379K	Sell	6,858 -1,900	-22%	-$102K	0.23%	95
2016 Q3	$475K	Buy	8,758 +3,395	+63%	+$192K	0.27%	84
2016 Q2	$321K	Sell	5,363 -436	-8%	-$24.7K	0.2%	87
2016 Q1	$313K	Buy	+5,799	New	+$316K	0.18%	90

Other funds holding ES

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IMA Advisory Services's ES Position: Q1 2026 in Review

IMA Advisory Services held its Eversource Energy (ES) position steady in Q1 2026 at 3 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #961.

IMA Advisory Services first reported a position in ES in Q1 2016 and has held it in 10 quarters since. The position peaked at $475K in Q3 2016. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

IMA Advisory Services held 3 shares of Eversource Energy worth $207 as of Q1 2026.
IMA Advisory Services left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #961 holding.
IMA Advisory Services first reported a position in Eversource Energy in Q1 2016 and has held it in 10 quarters since.
IMA Advisory Services's Eversource Energy position peaked at $475K in Q3 2016.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.