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Litman Gregory Wealth Management’s Eversource Energy ES Stock Holding History

Litman Gregory Wealth Management’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
Q4 		$876 Buy
+13
New +$913 ﹤0.01% 327
2019
Q1 		– Sell
-2,520
Closed -$164K – 139
2018
Q4 		$164K Buy
+2,520
New +$164K 0.05% 48

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Litman Gregory Wealth Management's ES Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Eversource Energy (ES) in Q4 2025: 13 shares worth $876. The stake represents ﹤0.01% of the portfolio and ranks #327 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in ES as recently as Q4 2018.

Litman Gregory Wealth Management first reported a position in ES in Q4 2018 and has held it in 2 quarters since. The position peaked at $164K in Q4 2018. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Litman Gregory Wealth Management held 13 shares of Eversource Energy worth $876 as of Q4 2025.
  • Eversource Energy was a new Litman Gregory Wealth Management position in Q4 2025.
  • Eversource Energy made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #327 holding.
  • Litman Gregory Wealth Management first reported a position in Eversource Energy in Q4 2018 and has held it in 2 quarters since.
  • Litman Gregory Wealth Management's Eversource Energy position peaked at $164K in Q4 2018.
  • 1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.