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Parkworth Wealth Management’s Eversource Energy ES Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$636 Buy
10
+3
+43% +$185 ﹤0.01% 559
2025
Q1 		$435 Buy
7
+1
+17% +$60 ﹤0.01% 465
2024
Q4 		$345 Buy
+6
New +$374 ﹤0.01% 549

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parkworth Wealth Management's ES Position: Q2 2025 in Review

Parkworth Wealth Management increased its Eversource Energy (ES) stake by 43% in Q2 2025, buying an estimated $185 and bringing the position to 10 shares worth $636. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Parkworth Wealth Management first reported a position in ES in Q4 2024 and has held it in 3 quarters since. 932 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Parkworth Wealth Management held 10 shares of Eversource Energy worth $636 as of Q2 2025.
  • Parkworth Wealth Management bought 3 Eversource Energy shares in Q2 2025, an estimated $185.
  • Eversource Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #559 holding.
  • Parkworth Wealth Management first reported a position in Eversource Energy in Q4 2024 and has held it in 3 quarters since.
  • 932 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.