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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
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 $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

Medallion Wealth Advisors's ES Position: Q1 2026 in Review

Medallion Wealth Advisors increased its Eversource Energy (ES) stake by 24% in Q1 2026, buying an estimated $35.4K and bringing the position to 2,628 shares worth $182K. The position accounts for 0.06% of the portfolio, ranked #265.

Medallion Wealth Advisors first reported a position in ES in Q4 2024 and has held it in 6 quarters since. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Medallion Wealth Advisors held 2,628 shares of Eversource Energy worth $182K as of Q1 2026.
  • Medallion Wealth Advisors bought 501 Eversource Energy shares in Q1 2026, an estimated $35.4K.
  • Eversource Energy made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #265 holding.
  • Medallion Wealth Advisors first reported a position in Eversource Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.