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Rialto Wealth Management’s Eversource Energy ES Stock Holding History

Rialto 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 		$1.52K Buy
22
+4
+22% +$283 ﹤0.01% 971
2025
Q4 		$1.21K Buy
18
+2
+13% +$140 ﹤0.01% 924
2025
Q3 		$1.14K Buy
16
+4
+33% +$262 ﹤0.01% 884
2025
Q2 		$764 Sell
12
-4
-25% -$247 ﹤0.01% 959
2025
Q1 		$994 Buy
+16
New +$955 ﹤0.01% 673

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

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

Rialto Wealth Management increased its Eversource Energy (ES) stake by 22% in Q1 2026, buying an estimated $283 and bringing the position to 22 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #971.

Rialto Wealth Management first reported a position in ES in Q1 2025 and has held it in 5 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Rialto Wealth Management held 22 shares of Eversource Energy worth $1.52K as of Q1 2026.
  • Rialto Wealth Management bought 4 Eversource Energy shares in Q1 2026, an estimated $283.
  • Eversource Energy made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #971 holding.
  • Rialto Wealth Management first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.