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Milestone Asset Management Group’s Eversource Energy ES Stock Holding History

Milestone Asset Management 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 		$219K Hold
3,161
– – 0.13% 120
2025
Q4 		$213K Buy
+3,161
New +$222K 0.12% 122

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BlackRock
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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

Milestone Asset Management Group's ES Position: Q1 2026 in Review

Milestone Asset Management Group held its Eversource Energy (ES) position steady in Q1 2026 at 3,161 shares worth $219K. The position accounts for 0.13% of the portfolio, ranked #120.

Milestone Asset Management Group first reported a position in ES in Q4 2025 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Milestone Asset Management Group held 3,161 shares of Eversource Energy worth $219K as of Q1 2026.
  • Milestone Asset Management Group left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.13% of Milestone Asset Management Group's portfolio in Q1 2026, its #120 holding.
  • Milestone Asset Management Group first reported a position in Eversource Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.