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Measured Wealth Private Client Group’s Eversource Energy ES Stock Holding History

Measured Wealth Private Client Group’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 		$1.37M Buy
19,831
+4,421
+29% +$312K 0.38% 38
2025
Q4 		$1.04M Buy
15,410
+14,163
+1,136% +$994K 0.27% 53
2025
Q3 		$88.7K Buy
+1,247
New +$81.8K 0.02% 252

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

Measured Wealth Private Client Group's ES Position: Q1 2026 in Review

Measured Wealth Private Client Group increased its Eversource Energy (ES) stake by 29% in Q1 2026, buying an estimated $312K and bringing the position to 19,831 shares worth $1.37M. The position accounts for 0.38% of the portfolio, ranked #38.

Measured Wealth Private Client Group first reported a position in ES in Q3 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Measured Wealth Private Client Group held 19,831 shares of Eversource Energy worth $1.37M as of Q1 2026.
  • Measured Wealth Private Client Group bought 4,421 Eversource Energy shares in Q1 2026, an estimated $312K.
  • Eversource Energy made up 0.38% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #38 holding.
  • Measured Wealth Private Client Group first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.