MWM
ES icon

Mission Wealth Management’s Eversource Energy ES Stock Holding History

Mission 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
Q2 		$849K Buy
+11,745
New +$813K 0.01% 526
2018
Q2 		– Sell
-3,552
Closed -$209K – 272
2018
Q1 		$209K Buy
3,552
+100
+3% +$5.92K 0.03% 217
2017
Q4 		$218K Buy
3,452
+97
+3% +$6.13K 0.04% 201
2017
Q3 		$203K Buy
+3,355
New +$207K 0.04% 187

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mission Wealth Management's ES Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Eversource Energy (ES) in Q2 2026: 11,745 shares worth $849K. The stake represents 0.01% of the portfolio and ranks #526 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in ES as recently as Q1 2018.

Mission Wealth Management first reported a position in ES in Q3 2017 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Mission Wealth Management held 11,745 shares of Eversource Energy worth $849K as of Q2 2026.
  • Eversource Energy was a new Mission Wealth Management position in Q2 2026.
  • Eversource Energy made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #526 holding.
  • Mission Wealth Management first reported a position in Eversource Energy in Q3 2017 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.