JSW
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Journey Strategic Wealth’s Eversource Energy ES Stock Holding History

Journey Strategic Wealth’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 		$207K Buy
+2,982
New +$211K 0.01% 756

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

Journey Strategic Wealth's ES Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Eversource Energy (ES) in Q1 2026: 2,982 shares worth $207K. The stake represents 0.01% of the portfolio and ranks #756 among its holdings.

1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Journey Strategic Wealth held 2,982 shares of Eversource Energy worth $207K as of Q1 2026.
  • Eversource Energy was a new Journey Strategic Wealth position in Q1 2026.
  • Eversource Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #756 holding.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.