MWM
ES icon

Maridea Wealth Management’s Eversource Energy ES Stock Holding History

Maridea 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
2026
Q2 		– Sell
-5,184
Closed -$359K – 560
2026
Q1 		$359K Sell
5,184
-1,545
-23% -$109K 0.05% 309
2025
Q4 		$453K Sell
6,729
-2,561
-28% -$180K 0.07% 267
2025
Q3 		$677K Buy
+9,290
New +$609K 0.11% 185

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Maridea Wealth Management's ES Position: Q2 2026 in Review

Maridea Wealth Management sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 5,184 shares — an estimated $359K sold.

Maridea Wealth Management first reported a position in ES in Q3 2025 and held it in 3 quarters. The position peaked at $677K in Q3 2025. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Maridea Wealth Management reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Maridea Wealth Management sold 5,184 Eversource Energy shares in Q2 2026, an estimated $359K.
  • Maridea Wealth Management first reported a position in Eversource Energy in Q3 2025 and held it in 3 quarters.
  • Maridea Wealth Management's Eversource Energy position peaked at $677K in Q3 2025.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.