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MBL Wealth’s Eversource Energy ES Stock Holding History

MBL Wealth’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 		$312K Buy
+4,314
New +$299K 0.02% 275

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

MBL Wealth's ES Position: Q2 2026 in Review

MBL Wealth opened a new position in Eversource Energy (ES) in Q2 2026: 4,314 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #275 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • MBL Wealth held 4,314 shares of Eversource Energy worth $312K as of Q2 2026.
  • Eversource Energy was a new MBL Wealth position in Q2 2026.
  • Eversource Energy made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #275 holding.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.