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Modera Wealth Management’s Eversource Energy ES Stock Holding History

Modera 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 		$433K Buy
5,986
+1
+0% +$69 ﹤0.01% 484
2026
Q1 		$415K Sell
5,985
-640
-10% -$45.2K 0.01% 468
2025
Q4 		$446K Buy
6,625
+613
+10% +$43K 0.01% 477
2025
Q3 		$428K Sell
6,012
-108
-2% -$7.08K 0.01% 486
2025
Q2 		$389K Buy
6,120
+57
+0.9% +$3.51K ﹤0.01% 489
2025
Q1 		$377K Sell
6,063
-97
-2% -$5.79K 0.01% 475
2024
Q4 		$354K Buy
6,160
+111
+2% +$6.92K ﹤0.01% 489
2024
Q3 		$412K Sell
6,049
-384
-6% -$24.8K 0.01% 441
2024
Q2 		$365K Sell
6,433
-12
-0.2% -$711 0.01% 442
2024
Q1 		$385K Sell
6,445
-85
-1% -$4.89K 0.01% 431
2023
Q4 		$403K Buy
6,530
+146
+2% +$8.42K 0.01% 409
2023
Q3 		$371K Buy
6,384
+891
+16% +$59.4K 0.01% 407
2023
Q2 		$390K Buy
5,493
+638
+13% +$47.5K 0.01% 421
2023
Q1 		$380K Hold
4,855
– – 0.01% 250
2022
Q4 		$407K Sell
4,855
-36
-0.7% -$2.85K 0.02% 235
2022
Q3 		$381K Buy
4,891
+15
+0.3% +$1.32K 0.02% 214
2022
Q2 		$412K Sell
4,876
-13
-0.3% -$1.16K 0.02% 217
2022
Q1 		$431K Sell
4,889
-1,401
-22% -$120K 0.02% 225
2021
Q4 		$572K Buy
+6,290
New +$541K 0.02% 252

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

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

Modera Wealth Management increased its Eversource Energy (ES) stake by 0.02% in Q2 2026, buying an estimated $69 and bringing the position to 5,986 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Modera Wealth Management first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $572K in Q4 2021. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Modera Wealth Management held 5,986 shares of Eversource Energy worth $433K as of Q2 2026.
  • Modera Wealth Management bought 1 Eversource Energy share in Q2 2026, an estimated $69.
  • Eversource Energy made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Modera Wealth Management first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
  • Modera Wealth Management's Eversource Energy position peaked at $572K in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.