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Medallion Wealth Advisors’s Eversource Energy ES Stock Holding History

Medallion Wealth Advisors’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 		$101K Sell
1,389
-1,239
-47% -$85.8K 0.03% 350
2026
Q1 		$182K Buy
2,628
+501
+24% +$35.4K 0.06% 265
2025
Q4 		$143K Sell
2,127
-258
-11% -$18.1K 0.05% 291
2025
Q3 		$170K Buy
2,385
+2
+0.1% +$131 0.06% 254
2025
Q2 		$153K Buy
2,383
+2
+0.1% +$123 0.06% 270
2025
Q1 		$148K Buy
2,381
+184
+8% +$11K 0.07% 245
2024
Q4 		$132K Buy
+2,197
New +$137K 0.07% 249

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

Medallion Wealth Advisors's ES Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Eversource Energy (ES) stake by 47% in Q2 2026, selling an estimated $85.8K and leaving 1,389 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #350.

Medallion Wealth Advisors first reported a position in ES in Q4 2024 and has held it in 7 quarters since. The position peaked at $182K in Q1 2026. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Medallion Wealth Advisors held 1,389 shares of Eversource Energy worth $101K as of Q2 2026.
  • Medallion Wealth Advisors sold 1,239 Eversource Energy shares in Q2 2026, an estimated $85.8K.
  • Eversource Energy made up 0.03% of Medallion Wealth Advisors's portfolio in Q2 2026, its #350 holding.
  • Medallion Wealth Advisors first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Eversource Energy position peaked at $182K in Q1 2026.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.