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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
Q2 		$51.2K Hold
708
– – 0.07% 135
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 $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

Mowery & Schoenfeld Wealth Management's ES Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 708 shares worth $51.2K. The position accounts for 0.07% of the portfolio, ranked #135.

Mowery & Schoenfeld 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.

  • Mowery & Schoenfeld Wealth Management held 708 shares of Eversource Energy worth $51.2K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.07% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Mowery & Schoenfeld 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 Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.