Legacy Wealth Management (Mississippi)’s Eversource Energy ES Stock Holding History

Legacy Wealth Management (Mississippi)’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
2025 Q2	–	Sell	-9,930	Closed	-$617K	–	99
2025 Q1	$617K	Sell	9,930 -6,020	-38%	-$359K	0.2%	58
2024 Q4	$916K	Sell	15,950 -3,280	-17%	-$204K	0.36%	45
2024 Q3	$1.31M	Sell	19,230 -2,435	-11%	-$157K	0.48%	43
2024 Q2	$1.23M	Sell	21,665 -4,105	-16%	-$243K	0.52%	42
2024 Q1	$1.54M	Buy	25,770 +11,790	+84%	+$678K	0.69%	37
2023 Q4	$863K	Sell	13,980 -1,650	-11%	-$95.1K	0.42%	47
2023 Q3	$909K	Buy	+15,630	New	+$1.04M	0.47%	48

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s ES Position: Q2 2025 in Review

Legacy Wealth Management (Mississippi) sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 9,930 shares — an estimated $617K sold.

Legacy Wealth Management (Mississippi) first reported a position in ES in Q3 2023 and held it in 7 quarters. The position peaked at $1.54M in Q1 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

Legacy Wealth Management (Mississippi) reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
Legacy Wealth Management (Mississippi) sold 9,930 Eversource Energy shares in Q2 2025, an estimated $617K.
Legacy Wealth Management (Mississippi) first reported a position in Eversource Energy in Q3 2023 and held it in 7 quarters.
Legacy Wealth Management (Mississippi)'s Eversource Energy position peaked at $1.54M in Q1 2024.
933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2025, filed 1 Jul 2025.