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
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 $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

Maridea Wealth Management's ES Position: Q1 2026 in Review

Maridea Wealth Management reduced its Eversource Energy (ES) stake by 23% in Q1 2026, selling an estimated $109K and leaving 5,184 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #309.

Maridea Wealth Management first reported a position in ES in Q3 2025 and has held it in 3 quarters since. The position peaked at $677K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Maridea Wealth Management held 5,184 shares of Eversource Energy worth $359K as of Q1 2026.
  • Maridea Wealth Management sold 1,545 Eversource Energy shares in Q1 2026, an estimated $109K.
  • Eversource Energy made up 0.05% of Maridea Wealth Management's portfolio in Q1 2026, its #309 holding.
  • Maridea Wealth Management first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's Eversource Energy position peaked at $677K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.