Money Concepts Capital’s Eversource Energy ES Stock Holding History

Money Concepts Capital’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	$366K	Buy	5,286 +109	+2%	+$7.7K	0.02%	428
2025 Q4	$349K	Buy	+5,177	New	+$363K	0.02%	403
2023 Q1	–	Sell	-2,362	Closed	-$198K	–	1206
2022 Q4	$198K	Buy	2,362 +1,848	+360%	+$147K	0.01%	688
2022 Q3	$40K	Hold	514	–	–	﹤0.01%	757
2022 Q2	$45K	Sell	514 -1,512	-75%	-$134K	﹤0.01%	721
2022 Q1	$179K	Buy	+2,026	New	+$173K	0.01%	784

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Money Concepts Capital's ES Position: Q1 2026 in Review

Money Concepts Capital increased its Eversource Energy (ES) stake by 2.1% in Q1 2026, buying an estimated $7.7K and bringing the position to 5,286 shares worth $366K. The position accounts for 0.02% of the portfolio, ranked #428.

Money Concepts Capital first reported a position in ES in Q1 2022 and has held it in 6 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Money Concepts Capital held 5,286 shares of Eversource Energy worth $366K as of Q1 2026.
Money Concepts Capital bought 109 Eversource Energy shares in Q1 2026, an estimated $7.7K.
Eversource Energy made up 0.02% of Money Concepts Capital's portfolio in Q1 2026, its #428 holding.
Money Concepts Capital first reported a position in Eversource Energy in Q1 2022 and has held it in 6 quarters since.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.