Paladin Advisory Group’s Eversource Energy ES Stock Holding History

Paladin Advisory Group’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	$11.4K	Hold	164	–	–	0.01%	202
2025 Q4	$11K	Hold	164	–	–	0.01%	205
2025 Q3	$11.7K	Hold	164	–	–	0.01%	197
2025 Q2	$10.4K	Sell	164 -170	-51%	-$10.5K	0.01%	195
2025 Q1	$20.7K	Hold	334	–	–	0.02%	181
2024 Q4	$19.2K	Hold	334	–	–	0.01%	186
2024 Q3	$22.7K	Hold	334	–	–	0.02%	182
2024 Q2	$18.9K	Hold	334	–	–	0.01%	179
2024 Q1	$19.7K	Hold	334	–	–	0.02%	178
2023 Q4	$20.6K	Hold	334	–	–	0.02%	178
2023 Q3	$19.4K	Hold	334	–	–	0.02%	192
2023 Q2	$23.7K	Hold	334	–	–	0.02%	190
2023 Q1	$26.1K	Buy	+334	New	+$26.4K	0.02%	186
2022 Q2	–	Sell	-334	Closed	-$29.7K	–	351
2022 Q1	$30K	Buy	+334	New	+$28.6K	0.02%	196

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paladin Advisory Group's ES Position: Q1 2026 in Review

Paladin Advisory Group held its Eversource Energy (ES) position steady in Q1 2026 at 164 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #202.

Paladin Advisory Group first reported a position in ES in Q1 2022 and has held it in 14 quarters since. The position peaked at $30K in Q1 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Paladin Advisory Group held 164 shares of Eversource Energy worth $11.4K as of Q1 2026.
Paladin Advisory Group left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.01% of Paladin Advisory Group's portfolio in Q1 2026, its #202 holding.
Paladin Advisory Group first reported a position in Eversource Energy in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's Eversource Energy position peaked at $30K in Q1 2022.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.