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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
2023
Q1 		– Sell
-334
Closed -$28K – 334
2022
Q4 		$28K Hold
334
– – 0.02% 185
2022
Q3 		$26K Hold
334
– – 0.02% 189
2022
Q2 		$28K Buy
+334
New +$29.7K 0.02% 189
2022
Q1 		– Sell
-334
Closed -$30K – 346
2021
Q4 		$30K Buy
+334
New +$28.7K 0.02% 200

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

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.