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Marks Group Wealth Management’s Eversource Energy ES Stock Holding History

Marks Group 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 		$1.22M Buy
16,827
+311
+2% +$21.5K 0.11% 182
2026
Q1 		$1.14M Buy
16,516
+133
+0.8% +$9.4K 0.11% 183
2025
Q4 		$1.1M Buy
16,383
+1,422
+10% +$99.8K 0.11% 179
2025
Q3 		$1.06M Buy
14,961
+412
+3% +$27K 0.1% 173
2025
Q2 		$926K Buy
+14,549
New +$897K 0.09% 184

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

Marks Group Wealth Management's ES Position: Q2 2026 in Review

Marks Group Wealth Management increased its Eversource Energy (ES) stake by 1.9% in Q2 2026, buying an estimated $21.5K and bringing the position to 16,827 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #182.

Marks Group Wealth Management first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Marks Group Wealth Management held 16,827 shares of Eversource Energy worth $1.22M as of Q2 2026.
  • Marks Group Wealth Management bought 311 Eversource Energy shares in Q2 2026, an estimated $21.5K.
  • Eversource Energy made up 0.11% of Marks Group Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Marks Group Wealth Management first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.