Milestone Asset Management Group
ES icon

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
Q3 		$367K Buy
5,720
+2,559
+81% +$182K 0.17% 104
2026
Q2 		$228K Hold
3,161
– – 0.12% 123
2026
Q1 		$219K Hold
3,161
– – 0.13% 120
2025
Q4 		$213K Buy
+3,161
New +$222K 0.12% 122

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Milestone Asset Management Group's ES Position: Q3 2026 in Review

Milestone Asset Management Group increased its Eversource Energy (ES) stake by 81% in Q3 2026, buying an estimated $182K and bringing the position to 5,720 shares worth $367K. The position accounts for 0.17% of the portfolio, ranked #104.

Milestone Asset Management Group first reported a position in ES in Q4 2025 and has held it in 4 quarters since. 715 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Milestone Asset Management Group held 5,720 shares of Eversource Energy worth $367K as of Q3 2026.
  • Milestone Asset Management Group bought 2,559 Eversource Energy shares in Q3 2026, an estimated $182K.
  • Eversource Energy made up 0.17% of Milestone Asset Management Group's portfolio in Q3 2026, its #104 holding.
  • Milestone Asset Management Group first reported a position in Eversource Energy in Q4 2025 and has held it in 4 quarters since.
  • 715 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.