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Leo Wealth LLC’s Eversource Energy ES Stock Holding History

Leo Wealth LLC’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 		$1.93M Buy
27,827
+23,017
+479% +$1.63M 0.14% 123
2025
Q4 		$324K Buy
+4,810
New +$338K 0.02% 336
2025
Q3 		– Sell
-4,015
Closed -$255K – 325
2025
Q2 		$255K Buy
+4,015
New +$247K 0.02% 337

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Leo Wealth LLC's ES Position: Q1 2026 in Review

Leo Wealth LLC increased its Eversource Energy (ES) stake by 479% in Q1 2026, buying an estimated $1.63M and bringing the position to 27,827 shares worth $1.93M. The position accounts for 0.14% of the portfolio, ranked #123.

Leo Wealth LLC first reported a position in ES in Q2 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Leo Wealth LLC held 27,827 shares of Eversource Energy worth $1.93M as of Q1 2026.
  • Leo Wealth LLC bought 23,017 Eversource Energy shares in Q1 2026, an estimated $1.63M.
  • Eversource Energy made up 0.14% of Leo Wealth LLC's portfolio in Q1 2026, its #123 holding.
  • Leo Wealth LLC first reported a position in Eversource Energy in Q2 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.