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Kestra Private Wealth Services’s Eversource Energy ES Stock Holding History

Kestra Private Wealth Services’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 		$978K Sell
14,116
-4,998
-26% -$353K 0.01% 849
2025
Q4 		$1.29M Sell
19,114
-11,182
-37% -$785K 0.02% 702
2025
Q3 		$2.16M Sell
30,296
-31,211
-51% -$2.05M 0.03% 501
2025
Q2 		$3.91M Buy
61,507
+4,465
+8% +$275K 0.06% 325
2025
Q1 		$3.54M Buy
57,042
+3,566
+7% +$213K 0.06% 323
2024
Q4 		$3.07M Buy
53,476
+14,312
+37% +$892K 0.05% 329
2024
Q3 		$2.67M Buy
39,164
+3,507
+10% +$227K 0.05% 351
2024
Q2 		$2.02M Buy
35,657
+3,545
+11% +$210K 0.04% 393
2024
Q1 		$1.92M Buy
32,112
+6,523
+25% +$375K 0.04% 383
2023
Q4 		$1.58M Buy
25,589
+7,864
+44% +$453K 0.04% 407
2023
Q3 		$1.03M Buy
17,725
+3,708
+26% +$247K 0.03% 456
2023
Q2 		$994K Buy
14,017
+1,202
+9% +$89.5K 0.03% 440
2023
Q1 		$1M Buy
12,815
+1,149
+10% +$90.8K 0.04% 405
2022
Q4 		$978K Sell
11,666
-206
-2% -$16.3K 0.05% 370
2022
Q3 		$926K Buy
11,872
+713
+6% +$62.8K 0.05% 347
2022
Q2 		$943K Buy
11,159
+4,445
+66% +$395K 0.05% 355
2022
Q1 		$592K Sell
6,714
-344
-5% -$29.4K 0.03% 519
2021
Q4 		$642K Sell
7,058
-43
-0.6% -$3.7K 0.03% 511
2021
Q3 		$581K Buy
7,101
+1,662
+31% +$144K 0.03% 498
2021
Q2 		$436K Buy
5,439
+146
+3% +$12.3K 0.03% 549
2021
Q1 		$458K Buy
5,293
+1,559
+42% +$132K 0.03% 473
2020
Q4 		$319K Buy
3,734
+750
+25% +$66.8K 0.02% 549
2020
Q3 		$249K Buy
+2,984
New +$255K 0.02% 541

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

Kestra Private Wealth Services's ES Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Eversource Energy (ES) stake by 26% in Q1 2026, selling an estimated $353K and leaving 14,116 shares worth $978K. The position accounts for 0.01% of the portfolio, ranked #849.

Kestra Private Wealth Services first reported a position in ES in Q3 2020 and has held it in 23 quarters since. The position peaked at $3.91M in Q2 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Kestra Private Wealth Services held 14,116 shares of Eversource Energy worth $978K as of Q1 2026.
  • Kestra Private Wealth Services sold 4,998 Eversource Energy shares in Q1 2026, an estimated $353K.
  • Eversource Energy made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #849 holding.
  • Kestra Private Wealth Services first reported a position in Eversource Energy in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Eversource Energy position peaked at $3.91M in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.