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MONECO Advisors’s Eversource Energy ES Stock Holding History

MONECO Advisors’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 		$651K Buy
9,391
+125
+1% +$8.83K 0.05% 262
2025
Q4 		$624K Buy
9,266
+1,531
+20% +$107K 0.05% 269
2025
Q3 		$550K Buy
7,735
+50
+0.7% +$3.28K 0.05% 285
2025
Q2 		$489K Buy
7,685
+38
+0.5% +$2.34K 0.05% 300
2025
Q1 		$475K Sell
7,647
-4
-0.1% -$239 0.05% 296
2024
Q4 		$439K Buy
7,651
+1,073
+16% +$66.9K 0.05% 301
2024
Q3 		$448K Buy
6,578
+2,338
+55% +$151K 0.06% 278
2024
Q2 		$240K Buy
4,240
+68
+2% +$4.03K 0.04% 368
2024
Q1 		$249K Buy
+4,172
New +$240K 0.04% 353
2023
Q3 		– Sell
-2,822
Closed -$200K – 340
2023
Q2 		$200K Sell
2,822
-46
-2% -$3.43K 0.05% 331
2023
Q1 		$224K Buy
+2,868
New +$227K 0.07% 293

Other funds holding ES

BlackRock
BlackRock New York $5.7T 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