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Private Wealth Asset Management’s Eversource Energy ES Stock Holding History

Private Wealth Asset 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
2026
Q1 		$170K Hold
2,458
– – 0.02% 281
2025
Q4 		$165K Hold
2,458
– – 0.02% 282
2025
Q3 		$175K Hold
2,458
– – 0.02% 251
2025
Q2 		$156K Sell
2,458
-58
-2% -$3.57K 0.02% 262
2025
Q1 		$156K Buy
+2,516
New +$150K 0.02% 257

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

Private Wealth Asset Management's ES Position: Q1 2026 in Review

Private Wealth Asset Management held its Eversource Energy (ES) position steady in Q1 2026 at 2,458 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #281.

Private Wealth Asset Management first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $175K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Private Wealth Asset Management held 2,458 shares of Eversource Energy worth $170K as of Q1 2026.
  • Private Wealth Asset Management left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #281 holding.
  • Private Wealth Asset Management first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • Private Wealth Asset Management's Eversource Energy position peaked at $175K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.