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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Modern Wealth Management's ES Position: Q1 2026 in Review

Modern Wealth Management increased its Eversource Energy (ES) stake by 3.7% in Q1 2026, buying an estimated $28.6K and bringing the position to 11,275 shares worth $785K. The position accounts for 0.01% of the portfolio, ranked #475.

Modern Wealth Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Modern Wealth Management held 11,275 shares of Eversource Energy worth $785K as of Q1 2026.
  • Modern Wealth Management bought 404 Eversource Energy shares in Q1 2026, an estimated $28.6K.
  • Eversource Energy made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #475 holding.
  • Modern Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.