Integrated Wealth Concepts’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Buy |
35,443
+15,599
| +79% | +$1.1M | 0.02% | 684 |
|
|
2025
Q4 | $1.34M | Sell |
19,844
-3,228
| -14% | -$227K | 0.02% | 658 |
|
|
2025
Q3 | $1.64M | Buy |
23,072
+3,000
| +15% | +$197K | 0.01% | 755 |
|
|
2025
Q2 | $1.28M | Sell |
20,072
-3,904
| -16% | -$241K | 0.01% | 797 |
|
|
2025
Q1 | $1.49M | Sell |
23,976
-723
| -3% | -$43.1K | 0.02% | 663 |
|
|
2024
Q4 | $1.42M | Buy |
24,699
+769
| +3% | +$47.9K | 0.02% | 677 |
|
|
2024
Q3 | $1.63M | Sell |
23,930
-301
| -1% | -$19.5K | 0.02% | 603 |
|
|
2024
Q2 | $1.37M | Buy |
24,231
+355
| +1% | +$21K | 0.02% | 624 |
|
|
2024
Q1 | $1.43M | Sell |
23,876
-1,358
| -5% | -$78.1K | 0.02% | 620 |
|
|
2023
Q4 | $1.56M | Buy |
25,234
+85
| +0.3% | +$4.9K | 0.03% | 569 |
|
|
2023
Q3 | $1.46M | Sell |
25,149
-1,155
| -4% | -$77K | 0.03% | 554 |
|
|
2023
Q2 | $1.87M | Buy |
26,304
+3,583
| +16% | +$267K | 0.03% | 485 |
|
|
2023
Q1 | $1.78M | Buy |
22,721
+3,567
| +19% | +$282K | 0.04% | 453 |
|
|
2022
Q4 | $1.61M | Buy |
19,154
+60
| +0.3% | +$4.76K | 0.04% | 367 |
|
|
2022
Q3 | $1.49M | Buy |
19,094
+10
| +0.1% | +$881 | 0.05% | 337 |
|
|
2022
Q2 | $1.61M | Buy |
19,084
+7,333
| +62% | +$651K | 0.05% | 327 |
|
|
2022
Q1 | $1.04M | Buy |
11,751
+404
| +4% | +$34.6K | 0.03% | 384 |
|
|
2021
Q4 | $1.03M | Buy |
11,347
+143
| +1% | +$12.3K | 0.03% | 410 |
|
|
2021
Q3 | $916K | Buy |
11,204
+3,273
| +41% | +$284K | 0.03% | 413 |
|
|
2021
Q2 | $636K | Sell |
7,931
-1,018
| -11% | -$85.7K | 0.02% | 471 |
|
|
2021
Q1 | $775K | Buy |
8,949
+377
| +4% | +$32K | 0.03% | 354 |
|
|
2020
Q4 | $742K | Sell |
8,572
-76
| -0.9% | -$6.77K | 0.04% | 309 |
|
|
2020
Q3 | $723K | Sell |
8,648
-168
| -2% | -$14.4K | 0.04% | 273 |
|
|
2020
Q2 | $734K | Sell |
8,816
-482
| -5% | -$39.9K | 0.05% | 216 |
|
|
2020
Q1 | $727K | Buy |
9,298
+130
| +1% | +$11.4K | 0.07% | 174 |
|
|
2019
Q4 | $780K | Buy |
9,168
+95
| +1% | +$7.9K | 0.07% | 190 |
|
|
2019
Q3 | $775K | Buy |
9,073
+10
| +0.1% | +$795 | 0.09% | 151 |
|
|
2019
Q2 | $687K | Buy |
9,063
+224
| +3% | +$16.4K | 0.09% | 144 |
|
|
2019
Q1 | $627K | Sell |
8,839
-115
| -1% | -$7.92K | 0.11% | 141 |
|
|
2018
Q4 | $582K | Hold |
8,954
| – | – | 0.16% | 116 |
|
|
2018
Q3 | $551K | Buy |
8,954
+1,385
| +18% | +$84.7K | 0.17% | 110 |
|
|
2018
Q2 | $447K | Hold |
7,569
| – | – | 0.15% | 123 |
|
|
2018
Q1 | $444K | Hold |
7,569
| – | – | 0.18% | 104 |
|
|
2017
Q4 | $471K | Buy |
+7,569
| New | +$479K | 0.2% | 96 |
|
Other funds holding ES
VCM
VPM
MAM
Integrated Wealth Concepts's ES Position: Q1 2026 in Review
Integrated Wealth Concepts increased its Eversource Energy (ES) stake by 79% in Q1 2026, buying an estimated $1.1M and bringing the position to 35,443 shares worth $2.46M. The position accounts for 0.02% of the portfolio, ranked #684.
Integrated Wealth Concepts first reported a position in ES in Q4 2017 and has held it in 34 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Integrated Wealth Concepts held 35,443 shares of Eversource Energy worth $2.46M as of Q1 2026.
- Integrated Wealth Concepts bought 15,599 Eversource Energy shares in Q1 2026, an estimated $1.1M.
- Eversource Energy made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #684 holding.
- Integrated Wealth Concepts first reported a position in Eversource Energy in Q4 2017 and has held it in 34 quarters since.
- 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.