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Investment Advisory Group’s Eversource Energy ES Stock Holding History

Investment Advisory Group’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 		$206K Sell
2,981
-65
-2% -$4.59K 0.05% 188
2025
Q4 		$205K Sell
3,046
-334
-10% -$23.5K 0.05% 190
2025
Q3 		$240K Buy
+3,380
New +$222K 0.07% 165
2022
Q2 		– Sell
-2,282
Closed -$200K – 127
2022
Q1 		$200K Buy
+2,282
New +$195K 0.12% 126

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

Investment Advisory Group's ES Position: Q1 2026 in Review

Investment Advisory Group reduced its Eversource Energy (ES) stake by 2.1% in Q1 2026, selling an estimated $4.59K and leaving 2,981 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #188.

Investment Advisory Group first reported a position in ES in Q1 2022 and has held it in 4 quarters since. The position peaked at $240K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Investment Advisory Group held 2,981 shares of Eversource Energy worth $206K as of Q1 2026.
  • Investment Advisory Group sold 65 Eversource Energy shares in Q1 2026, an estimated $4.59K.
  • Eversource Energy made up 0.05% of Investment Advisory Group's portfolio in Q1 2026, its #188 holding.
  • Investment Advisory Group first reported a position in Eversource Energy in Q1 2022 and has held it in 4 quarters since.
  • Investment Advisory Group's Eversource Energy position peaked at $240K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.