QWM
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Quaker Wealth Management’s Eversource Energy ES Stock Holding History

Quaker 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
2026
Q1 		$347 Buy
5
+1
+25% +$71 ﹤0.01% 787
2025
Q4 		$270 Buy
4
+1
+33% +$70 ﹤0.01% 839
2025
Q3 		$214 Hold
3
– – ﹤0.01% 779
2025
Q2 		$191 Buy
+3
New +$185 ﹤0.01% 808

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

Quaker Wealth Management's ES Position: Q1 2026 in Review

Quaker Wealth Management increased its Eversource Energy (ES) stake by 25% in Q1 2026, buying an estimated $71 and bringing the position to 5 shares worth $347. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Quaker Wealth Management first reported a position in ES in Q2 2025 and has held it in 4 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Quaker Wealth Management held 5 shares of Eversource Energy worth $347 as of Q1 2026.
  • Quaker Wealth Management bought 1 Eversource Energy share in Q1 2026, an estimated $71.
  • Eversource Energy made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #787 holding.
  • Quaker Wealth Management first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.