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

Modern 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 		$952K Buy
13,172
+1,897
+17% +$131K 0.01% 533
2026
Q1 		$785K Buy
11,275
+404
+4% +$28.6K 0.01% 475
2025
Q4 		$732K Buy
10,871
+83
+0.8% +$5.83K 0.01% 466
2025
Q3 		$767K Buy
10,788
+78
+0.7% +$5.11K 0.02% 435
2025
Q2 		$681K Buy
10,710
+358
+3% +$22.1K 0.02% 430
2025
Q1 		$643K Buy
10,352
+83
+0.8% +$4.95K 0.02% 371
2024
Q4 		$590K Buy
10,269
+662
+7% +$41.3K 0.02% 332
2024
Q3 		$654K Buy
9,607
+78
+0.8% +$5.04K 0.04% 214
2024
Q2 		$540K Buy
9,529
+134
+1% +$7.94K 0.04% 207
2024
Q1 		$562K Buy
9,395
+17
+0.2% +$977 0.05% 166
2023
Q4 		$579K Buy
+9,378
New +$541K 0.07% 85

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Modern Wealth Management increased its Eversource Energy (ES) stake by 17% in Q2 2026, buying an estimated $131K and bringing the position to 13,172 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #533.

Modern Wealth Management first reported a position in ES in Q4 2023 and has held it in 11 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Modern Wealth Management held 13,172 shares of Eversource Energy worth $952K as of Q2 2026.
  • Modern Wealth Management bought 1,897 Eversource Energy shares in Q2 2026, an estimated $131K.
  • Eversource Energy made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #533 holding.
  • Modern Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.