Q1WB
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Quest 10 Wealth Builders’s Eversource Energy ES Stock Holding History

Quest 10 Wealth Builders’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 		$30.6K Sell
441
-4
-0.9% -$283 0.03% 277
2025
Q4 		$30K Buy
+445
New +$31.2K 0.03% 257
2025
Q1 		– Sell
-43
Closed -$2.47K – 791
2024
Q4 		$2.47K Buy
+43
New +$2.68K ﹤0.01% 586

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

Quest 10 Wealth Builders's ES Position: Q1 2026 in Review

Quest 10 Wealth Builders reduced its Eversource Energy (ES) stake by 0.9% in Q1 2026, selling an estimated $283 and leaving 441 shares worth $30.6K. The position accounts for 0.03% of the portfolio, ranked #277.

Quest 10 Wealth Builders first reported a position in ES in Q4 2024 and has held it in 3 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Quest 10 Wealth Builders held 441 shares of Eversource Energy worth $30.6K as of Q1 2026.
  • Quest 10 Wealth Builders sold 4 Eversource Energy shares in Q1 2026, an estimated $283.
  • Eversource Energy made up 0.03% of Quest 10 Wealth Builders's portfolio in Q1 2026, its #277 holding.
  • Quest 10 Wealth Builders first reported a position in Eversource Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q1 2026, filed 6 May 2026.