Mission Wealth Management
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
Q3 		$251K Sell
3,907
-7,838
-67% -$558K ﹤0.01% 697
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Mission Wealth Management's ES Position: Q3 2026 in Review

Mission Wealth Management reduced its Eversource Energy (ES) stake by 67% in Q3 2026, selling an estimated $558K and leaving 3,907 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Mission Wealth Management first reported a position in ES in Q3 2017 and has held it in 5 quarters since. The position peaked at $849K in Q2 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Mission Wealth Management held 3,907 shares of Eversource Energy worth $251K as of Q3 2026.
  • Mission Wealth Management sold 7,838 Eversource Energy shares in Q3 2026, an estimated $558K.
  • Eversource Energy made up ﹤0.01% of Mission Wealth Management's portfolio in Q3 2026, its #697 holding.
  • Mission Wealth Management first reported a position in Eversource Energy in Q3 2017 and has held it in 5 quarters since.
  • Mission Wealth Management's Eversource Energy position peaked at $849K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.