MAWAG
ES icon

Mid-American Wealth Advisory Group’s Eversource Energy ES Stock Holding History

Mid-American Wealth Advisory 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
2025
Q3 		– Sell
-70
Closed -$4.45K – 128
2025
Q2 		$4.45K Buy
+70
New +$4.31K ﹤0.01% 234

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mid-American Wealth Advisory Group's ES Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 70 shares — an estimated $4.45K sold.

Mid-American Wealth Advisory Group first reported a position in ES in Q2 2025 and held it in 1 quarter. The position peaked at $4.45K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 70 Eversource Energy shares in Q3 2025, an estimated $4.45K.
  • Mid-American Wealth Advisory Group first reported a position in Eversource Energy in Q2 2025 and held it in 1 quarter.
  • Mid-American Wealth Advisory Group's Eversource Energy position peaked at $4.45K in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.