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ProVise Management Group’s Eversource Energy ES Stock Holding History

ProVise 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 		$2.58M Buy
37,226
+364
+1% +$25.7K 0.19% 92
2025
Q4 		$2.48M Buy
36,862
+328
+0.9% +$23K 0.18% 98
2025
Q3 		$2.6M Buy
36,534
+10,289
+39% +$675K 0.19% 94
2025
Q2 		$1.67M Buy
+26,245
New +$1.62M 0.13% 107

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

ProVise Management Group's ES Position: Q1 2026 in Review

ProVise Management Group increased its Eversource Energy (ES) stake by 0.99% in Q1 2026, buying an estimated $25.7K and bringing the position to 37,226 shares worth $2.58M. The position accounts for 0.19% of the portfolio, ranked #92.

ProVise Management Group first reported a position in ES in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • ProVise Management Group held 37,226 shares of Eversource Energy worth $2.58M as of Q1 2026.
  • ProVise Management Group bought 364 Eversource Energy shares in Q1 2026, an estimated $25.7K.
  • Eversource Energy made up 0.19% of ProVise Management Group's portfolio in Q1 2026, its #92 holding.
  • ProVise Management Group first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • ProVise Management Group's Eversource Energy position peaked at $2.6M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.