Melfa Wealth Management’s Eversource Energy ES Stock Holding History

Melfa 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 Q1	$273K	Hold	3,941	–	–	0.16%	130
2025 Q4	$265K	Hold	3,941	–	–	0.15%	143
2025 Q3	$280K	Hold	3,941	–	–	0.16%	141
2025 Q2	$251K	Hold	3,941	–	–	0.16%	146
2025 Q1	$245K	Hold	3,941	–	–	0.17%	146
2024 Q4	$226K	Hold	3,941	–	–	0.15%	152
2024 Q3	$268K	Hold	3,941	–	–	0.18%	131
2024 Q2	$223K	Buy	3,941 +17	+0.4%	+$1.01K	0.16%	147
2024 Q1	$235K	Hold	3,924	–	–	0.17%	139
2023 Q4	$242K	Buy	3,924 +15	+0.4%	+$865	0.23%	95
2023 Q3	$227K	Buy	3,909 +15	+0.4%	+$1K	0.25%	93
2023 Q2	$276K	Buy	3,894 +13	+0.3%	+$968	0.28%	83
2023 Q1	$304K	Buy	3,881 +12	+0.3%	+$948	0.3%	78
2022 Q4	$324K	Buy	+3,869	New	+$307K	0.34%	76

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Melfa Wealth Management's ES Position: Q1 2026 in Review

Melfa Wealth Management held its Eversource Energy (ES) position steady in Q1 2026 at 3,941 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #130.

Melfa Wealth Management first reported a position in ES in Q4 2022 and has held it in 14 quarters since. The position peaked at $324K in Q4 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Melfa Wealth Management held 3,941 shares of Eversource Energy worth $273K as of Q1 2026.
Melfa Wealth Management left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.16% of Melfa Wealth Management's portfolio in Q1 2026, its #130 holding.
Melfa Wealth Management first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's Eversource Energy position peaked at $324K in Q4 2022.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.