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SHP Wealth Management’s Eversource Energy ES Stock Holding History

SHP 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 		$1.97M Sell
28,454
-24
-0.1% -$1.7K 0.15% 48
2025
Q4 		$1.92M Buy
+28,478
New +$2M 0.15% 50

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

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

SHP Wealth Management reduced its Eversource Energy (ES) stake by 0.08% in Q1 2026, selling an estimated $1.7K and leaving 28,454 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #48.

SHP Wealth Management first reported a position in ES in Q4 2025 and has held it in 2 quarters since. 1,068 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • SHP Wealth Management held 28,454 shares of Eversource Energy worth $1.97M as of Q1 2026.
  • SHP Wealth Management sold 24 Eversource Energy shares in Q1 2026, an estimated $1.7K.
  • Eversource Energy made up 0.15% of SHP Wealth Management's portfolio in Q1 2026, its #48 holding.
  • SHP Wealth Management first reported a position in Eversource Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,068 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.