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NWAM LLC’s Eversource Energy ES Stock Holding History

NWAM LLC’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 		$335K Buy
4,832
+137
+3% +$9.68K 0.02% 483
2025
Q4 		$329K Sell
4,695
-2,481
-35% -$174K 0.02% 485
2025
Q3 		$522K Buy
7,176
+2,463
+52% +$161K 0.03% 403
2025
Q2 		$310K Sell
4,713
-2,070
-31% -$128K 0.02% 500
2025
Q1 		$421K Buy
6,783
+2,621
+63% +$156K 0.04% 347
2024
Q4 		$239K Sell
4,162
-422
-9% -$26.3K 0.01% 532
2024
Q3 		$312K Buy
+4,584
New +$296K 0.02% 488

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

NWAM LLC's ES Position: Q1 2026 in Review

NWAM LLC increased its Eversource Energy (ES) stake by 2.9% in Q1 2026, buying an estimated $9.68K and bringing the position to 4,832 shares worth $335K. The position accounts for 0.02% of the portfolio, ranked #483.

NWAM LLC first reported a position in ES in Q3 2024 and has held it in 7 quarters since. The position peaked at $522K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • NWAM LLC held 4,832 shares of Eversource Energy worth $335K as of Q1 2026.
  • NWAM LLC bought 137 Eversource Energy shares in Q1 2026, an estimated $9.68K.
  • Eversource Energy made up 0.02% of NWAM LLC's portfolio in Q1 2026, its #483 holding.
  • NWAM LLC first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
  • NWAM LLC's Eversource Energy position peaked at $522K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.