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NewEdge Wealth’s Eversource Energy ES Stock Holding History

NewEdge Wealth’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 		– Sell
-7,485
Closed -$504K – 1171
2025
Q4 		$504K Buy
+7,485
New +$526K 0.01% 836
2024
Q2 		– Sell
-3,393
Closed -$206K – 785
2024
Q1 		$206K Sell
3,393
-3,282
-49% -$189K ﹤0.01% 765
2023
Q4 		$412K Sell
6,675
-426
-6% -$24.6K 0.01% 550
2023
Q3 		$413K Buy
7,101
+1,307
+23% +$87.1K 0.01% 481
2023
Q2 		$411K Sell
5,794
-7
-0.1% -$521 0.01% 485
2023
Q1 		$454K Buy
5,801
+5
+0.1% +$395 0.02% 427
2022
Q4 		$486K Buy
5,796
+1,343
+30% +$107K 0.02% 371
2022
Q3 		$347K Buy
4,453
+34
+0.8% +$3K 0.02% 398
2022
Q2 		$373K Buy
+4,419
New +$393K 0.02% 431

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

NewEdge Wealth's ES Position: Q1 2026 in Review

NewEdge Wealth sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 7,485 shares — an estimated $504K sold.

NewEdge Wealth first reported a position in ES in Q2 2022 and held it in 9 quarters. The position peaked at $504K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • NewEdge Wealth reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • NewEdge Wealth sold 7,485 Eversource Energy shares in Q1 2026, an estimated $504K.
  • NewEdge Wealth first reported a position in Eversource Energy in Q2 2022 and held it in 9 quarters.
  • NewEdge Wealth's Eversource Energy position peaked at $504K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.