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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
Q2 		$1.59K Hold
22
– – ﹤0.01% 476
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 $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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

IMG Wealth Management's ES Position: Q2 2026 in Review

IMG Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 22 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

IMG Wealth Management first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.6K in Q4 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • IMG Wealth Management held 22 shares of Eversource Energy worth $1.59K as of Q2 2026.
  • IMG Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #476 holding.
  • IMG Wealth Management first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Eversource Energy position peaked at $6.6K in Q4 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.