IWM
ES icon

IMG Wealth Management’s Eversource Energy ES Stock Holding History

IMG 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
2026
Q1 		$1.52K Sell
22
-76
-78% -$5.37K ﹤0.01% 455
2025
Q4 		$6.6K Buy
98
+22
+29% +$1.54K ﹤0.01% 385
2025
Q3 		$5.41K Hold
76
– – ﹤0.01% 346
2025
Q2 		$4.83K Buy
+76
New +$4.68K ﹤0.01% 347

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

IMG Wealth Management's ES Position: Q1 2026 in Review

IMG Wealth Management reduced its Eversource Energy (ES) stake by 78% in Q1 2026, selling an estimated $5.37K and leaving 22 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

IMG Wealth Management first reported a position in ES in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.6K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • IMG Wealth Management held 22 shares of Eversource Energy worth $1.52K as of Q1 2026.
  • IMG Wealth Management sold 76 Eversource Energy shares in Q1 2026, an estimated $5.37K.
  • Eversource Energy made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #455 holding.
  • IMG Wealth Management first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Eversource Energy position peaked at $6.6K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.