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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
Q2 		$342K Sell
4,734
-98
-2% -$6.79K 0.02% 525
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

NWAM LLC's ES Position: Q2 2026 in Review

NWAM LLC reduced its Eversource Energy (ES) stake by 2% in Q2 2026, selling an estimated $6.79K and leaving 4,734 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #525.

NWAM LLC first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $522K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • NWAM LLC held 4,734 shares of Eversource Energy worth $342K as of Q2 2026.
  • NWAM LLC sold 98 Eversource Energy shares in Q2 2026, an estimated $6.79K.
  • Eversource Energy made up 0.02% of NWAM LLC's portfolio in Q2 2026, its #525 holding.
  • NWAM LLC first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • NWAM LLC's Eversource Energy position peaked at $522K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.