MWM
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Mindset Wealth Management’s Eversource Energy ES Stock Holding History

Mindset 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 		$266K Hold
3,836
– – 0.07% 134
2025
Q4 		$258K Hold
3,836
– – 0.07% 153
2025
Q3 		$273K Hold
3,836
– – 0.07% 134
2025
Q2 		$244K Hold
3,836
– – 0.08% 134
2025
Q1 		$238K Sell
3,836
-3,584
-48% -$214K 0.09% 121
2024
Q4 		$426K Sell
7,420
-250
-3% -$15.6K 0.16% 73
2024
Q3 		$522K Buy
+7,670
New +$496K 0.22% 52

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

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

Mindset Wealth Management held its Eversource Energy (ES) position steady in Q1 2026 at 3,836 shares worth $266K. The position accounts for 0.07% of the portfolio, ranked #134.

Mindset Wealth Management first reported a position in ES in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Mindset Wealth Management held 3,836 shares of Eversource Energy worth $266K as of Q1 2026.
  • Mindset Wealth Management left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #134 holding.
  • Mindset Wealth Management first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Eversource Energy position peaked at $522K in Q3 2024.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.