Pension & Wealth Management Advisors’s Eversource Energy ES Stock Holding History

Pension & Wealth Management Advisors’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	$225K	Sell	3,115 -22	-0.7%	-$1.52K	0.06%	169
2026 Q1	$217K	Buy	3,137 +1,911	+156%	+$135K	0.06%	159
2025 Q4	$82.6K	Buy	1,226 +1	+0.1%	+$70	0.02%	248
2025 Q3	$87.2K	Buy	1,225 +2	+0.2%	+$131	0.03%	222
2025 Q2	$77.9K	Buy	1,223 +1	+0.1%	+$62	0.03%	219
2025 Q1	$75.9K	Buy	1,222 +1	+0.1%	+$60	0.03%	220
2024 Q4	$70.1K	Buy	1,221 +1,108	+981%	+$69.1K	0.03%	219
2024 Q3	$7.73K	Buy	113 +1	+0.9%	+$65	﹤0.01%	308
2024 Q2	$6.38K	Buy	112 +3	+3%	+$178	﹤0.01%	298
2024 Q1	$6.56K	Hold	109	–	–	﹤0.01%	294
2023 Q4	$6.77K	Buy	109 +1	+0.9%	+$58	﹤0.01%	271
2023 Q3	$6.31K	Buy	+108	New	+$7.2K	﹤0.01%	217
2023 Q2	–	Sell	-547	Closed	-$40.7K	–	212
2023 Q1	$42.8K	Buy	547 +1	+0.2%	+$79	0.03%	164
2022 Q4	$45.8K	Buy	+546	New	+$43.3K	0.04%	159

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pension & Wealth Management Advisors's ES Position: Q2 2026 in Review

Pension & Wealth Management Advisors reduced its Eversource Energy (ES) stake by 0.7% in Q2 2026, selling an estimated $1.52K and leaving 3,115 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #169.

Pension & Wealth Management Advisors first reported a position in ES in Q4 2022 and has held it in 14 quarters since. 1,061 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Pension & Wealth Management Advisors held 3,115 shares of Eversource Energy worth $225K as of Q2 2026.
Pension & Wealth Management Advisors sold 22 Eversource Energy shares in Q2 2026, an estimated $1.52K.
Eversource Energy made up 0.06% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #169 holding.
Pension & Wealth Management Advisors first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
1,061 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.