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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
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
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 Management Group's ES Position: Q1 2026 in Review

Private Wealth Management Group reduced its Eversource Energy (ES) stake by 12% in Q1 2026, selling an estimated $1.84K and leaving 185 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Private Wealth Management Group first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.9K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Private Wealth Management Group held 185 shares of Eversource Energy worth $12.8K as of Q1 2026.
  • Private Wealth Management Group sold 26 Eversource Energy shares in Q1 2026, an estimated $1.84K.
  • Eversource Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #457 holding.
  • Private Wealth Management Group first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Eversource Energy position peaked at $18.9K in Q1 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.