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

Private Wealth Management Group’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	$13.4K	Hold	185	–	–	﹤0.01%	502
2026 Q1	$12.8K	Sell	185 -26	-12%	-$1.84K	﹤0.01%	457
2025 Q4	$14.2K	Sell	211 -39	-16%	-$2.74K	﹤0.01%	411
2025 Q3	$17.8K	Hold	250	–	–	﹤0.01%	362
2025 Q2	$15.9K	Sell	250 -55	-18%	-$3.39K	0.01%	362
2025 Q1	$18.9K	Sell	305 -1	-0.3%	-$60	0.01%	308
2024 Q4	$17.6K	Buy	306 +91	+42%	+$5.67K	0.01%	334
2024 Q3	$14.6K	Buy	215 +2	+0.9%	+$129	0.01%	354
2024 Q2	$12.1K	Buy	213 +31	+17%	+$1.84K	0.01%	395
2024 Q1	$10.9K	Buy	182 +21	+13%	+$1.21K	﹤0.01%	388
2023 Q4	$9.94K	Buy	+161	New	+$9.28K	﹤0.01%	405

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Private Wealth Management Group's ES Position: Q2 2026 in Review

Private Wealth Management Group held its Eversource Energy (ES) position steady in Q2 2026 at 185 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Private Wealth Management Group first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.9K in Q1 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Private Wealth Management Group held 185 shares of Eversource Energy worth $13.4K as of Q2 2026.
Private Wealth Management Group left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #502 holding.
Private Wealth Management Group first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Eversource Energy position peaked at $18.9K in Q1 2025.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.