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Prevail Innovative Wealth Advisors’s Eversource Energy ES Stock Holding History

Prevail Innovative 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
2025
Q4 		– Sell
-23,307
Closed -$1.66M – 201
2025
Q3 		$1.66M Buy
23,307
+12,222
+110% +$801K 0.32% 111
2025
Q2 		$705K Buy
+11,085
New +$683K 0.16% 156

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Prevail Innovative Wealth Advisors's ES Position: Q4 2025 in Review

Prevail Innovative Wealth Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 23,307 shares — an estimated $1.66M sold.

Prevail Innovative Wealth Advisors first reported a position in ES in Q2 2025 and held it in 2 quarters. The position peaked at $1.66M in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Prevail Innovative Wealth Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 23,307 Eversource Energy shares in Q4 2025, an estimated $1.66M.
  • Prevail Innovative Wealth Advisors first reported a position in Eversource Energy in Q2 2025 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Eversource Energy position peaked at $1.66M in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.