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Mowery & Schoenfeld Wealth Management’s Eversource Energy ES Stock Holding History

Mowery & Schoenfeld 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 		$49.1K Sell
708
-26
-4% -$1.84K 0.07% 126
2025
Q4 		$49.4K Buy
734
+26
+4% +$1.83K 0.07% 138
2025
Q3 		$50.4K Hold
708
– – 0.09% 118
2025
Q2 		$45K Hold
708
– – 0.07% 119
2025
Q1 		$44K Sell
708
-58
-8% -$3.46K 0.09% 140
2024
Q4 		$44K Buy
766
+58
+8% +$3.62K 0.09% 117
2024
Q3 		$48.2K Hold
708
– – 0.08% 99
2024
Q2 		$40.2K Hold
708
– – 0.06% 110
2024
Q1 		$42.3K Hold
708
– – 0.08% 79
2023
Q4 		$43.7K Buy
+708
New +$40.8K 0.09% 74

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

Mowery & Schoenfeld Wealth Management's ES Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Eversource Energy (ES) stake by 3.5% in Q1 2026, selling an estimated $1.84K and leaving 708 shares worth $49.1K. The position accounts for 0.07% of the portfolio, ranked #126.

Mowery & Schoenfeld Wealth Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $50.4K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management held 708 shares of Eversource Energy worth $49.1K as of Q1 2026.
  • Mowery & Schoenfeld Wealth Management sold 26 Eversource Energy shares in Q1 2026, an estimated $1.84K.
  • Eversource Energy made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #126 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • Mowery & Schoenfeld Wealth Management's Eversource Energy position peaked at $50.4K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.