PWM
ES icon

Prosperity Wealth Management’s Eversource Energy ES Stock Holding History

Prosperity Wealth 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
2025
Q4 		$497K Buy
7,379
+18
+0.2% +$1.26K 0.17% 133
2025
Q3 		$524K Buy
7,361
+95
+1% +$6.23K 0.18% 123
2025
Q2 		$462K Buy
7,266
+19
+0.3% +$1.17K 0.17% 130
2025
Q1 		$450K Buy
7,247
+397
+6% +$23.7K 0.21% 108
2024
Q4 		$393K Buy
6,850
+47
+0.7% +$2.93K 0.16% 126
2024
Q3 		$463K Buy
6,803
+40
+0.6% +$2.58K 0.19% 85
2024
Q2 		$384K Buy
6,763
+92
+1% +$5.45K 0.19% 105
2024
Q1 		$399K Buy
6,671
+39
+0.6% +$2.24K 0.19% 90
2023
Q4 		$409K Buy
6,632
+25
+0.4% +$1.44K 0.27% 66
2023
Q3 		$384K Sell
6,607
-281
-4% -$18.7K 0.25% 72
2023
Q2 		$488K Buy
6,888
+23
+0.3% +$1.71K 0.32% 42
2023
Q1 		$537K Buy
6,865
+21
+0.3% +$1.66K 0.43% 48
2022
Q4 		$574K Buy
+6,844
New +$543K 0.54% 42

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

Prosperity Wealth Management's ES Position: Q4 2025 in Review

Prosperity Wealth Management increased its Eversource Energy (ES) stake by 0.24% in Q4 2025, buying an estimated $1.26K and bringing the position to 7,379 shares worth $497K. The position accounts for 0.17% of the portfolio, ranked #133.

Prosperity Wealth Management first reported a position in ES in Q4 2022 and has held it in 13 quarters since. The position peaked at $574K in Q4 2022. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Prosperity Wealth Management held 7,379 shares of Eversource Energy worth $497K as of Q4 2025.
  • Prosperity Wealth Management bought 18 Eversource Energy shares in Q4 2025, an estimated $1.26K.
  • Eversource Energy made up 0.17% of Prosperity Wealth Management's portfolio in Q4 2025, its #133 holding.
  • Prosperity Wealth Management first reported a position in Eversource Energy in Q4 2022 and has held it in 13 quarters since.
  • Prosperity Wealth Management's Eversource Energy position peaked at $574K in Q4 2022.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.