Physician Wealth Advisors
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Physician Wealth Advisors’s Eversource Energy ES Stock Holding History

Physician Wealth 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
Q3 		$11.2K Sell
175
-6
-3% -$427 ﹤0.01% 868
2026
Q2 		$13.1K Buy
181
+38
+27% +$2.63K ﹤0.01% 803
2026
Q1 		$9.9K Buy
143
+16
+13% +$1.13K ﹤0.01% 798
2025
Q4 		$8.55K Sell
127
-58
-31% -$4.07K ﹤0.01% 822
2025
Q3 		$13.2K Buy
185
+85
+85% +$5.57K ﹤0.01% 673
2025
Q2 		$6.36K Buy
+100
New +$6.16K ﹤0.01% 747

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Physician Wealth Advisors's ES Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Eversource Energy (ES) stake by 3.3% in Q3 2026, selling an estimated $427 and leaving 175 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Physician Wealth Advisors first reported a position in ES in Q2 2025 and has held it in 6 quarters since. The position peaked at $13.2K in Q3 2025. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Physician Wealth Advisors held 175 shares of Eversource Energy worth $11.2K as of Q3 2026.
  • Physician Wealth Advisors sold 6 Eversource Energy shares in Q3 2026, an estimated $427.
  • Eversource Energy made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #868 holding.
  • Physician Wealth Advisors first reported a position in Eversource Energy in Q2 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Eversource Energy position peaked at $13.2K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.