Mirabella Financial Services’s Eversource Energy ES Stock Holding History

Mirabella Financial Services’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	$280K	Sell	4,044 -3,339	-45%	-$236K	0.03%	532
2025 Q4	$497K	Buy	+7,383	New	+$518K	0.05%	265
2024 Q2	–	Sell	-36,091	Closed	-$2.16M	–	508
2024 Q1	$2.16M	Buy	+36,091	New	+$2.07M	0.16%	119
2023 Q1	–	Sell	-8,815	Closed	-$739K	–	453
2022 Q4	$739K	Buy	8,815 +2,061	+31%	+$163K	0.07%	160
2022 Q3	$538K	Buy	+6,754	New	+$595K	0.06%	158
2022 Q1	–	Sell	-4,728	Closed	-$430K	–	584
2021 Q4	$430K	Buy	+4,728	New	+$407K	0.04%	269
2021 Q3	–	Sell	-4,602	Closed	-$369K	–	458
2021 Q2	$369K	Sell	4,602 -6,062	-57%	-$510K	0.07%	192
2021 Q1	$924K	Buy	+10,664	New	+$905K	0.29%	90
2020 Q4	–	Sell	-5,928	Closed	-$495K	–	366
2020 Q3	$495K	Buy	+5,928	New	+$507K	0.07%	140

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

Mirabella Financial Services's ES Position: Q1 2026 in Review

Mirabella Financial Services reduced its Eversource Energy (ES) stake by 45% in Q1 2026, selling an estimated $236K and leaving 4,044 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #532.

Mirabella Financial Services first reported a position in ES in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.16M in Q1 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Mirabella Financial Services held 4,044 shares of Eversource Energy worth $280K as of Q1 2026.
Mirabella Financial Services sold 3,339 Eversource Energy shares in Q1 2026, an estimated $236K.
Eversource Energy made up 0.03% of Mirabella Financial Services's portfolio in Q1 2026, its #532 holding.
Mirabella Financial Services first reported a position in Eversource Energy in Q3 2020 and has held it in 9 quarters since.
Mirabella Financial Services's Eversource Energy position peaked at $2.16M in Q1 2024.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.