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Simplicity Wealth’s Eversource Energy ES Stock Holding History

Simplicity Wealth’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 		$274K Sell
3,953
-95
-2% -$6.71K 0.02% 623
2025
Q4 		$273K Sell
4,048
-92
-2% -$6.46K 0.02% 588
2025
Q3 		$295K Buy
+4,140
New +$271K 0.02% 572
2024
Q3 		– Sell
-5,197
Closed -$295K – 706
2024
Q2 		$295K Sell
5,197
-557
-10% -$33K 0.01% 952
2024
Q1 		$344K Buy
+5,754
New +$331K 0.01% 872

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

Simplicity Wealth's ES Position: Q1 2026 in Review

Simplicity Wealth reduced its Eversource Energy (ES) stake by 2.3% in Q1 2026, selling an estimated $6.71K and leaving 3,953 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #623.

Simplicity Wealth first reported a position in ES in Q1 2024 and has held it in 5 quarters since. The position peaked at $344K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Simplicity Wealth held 3,953 shares of Eversource Energy worth $274K as of Q1 2026.
  • Simplicity Wealth sold 95 Eversource Energy shares in Q1 2026, an estimated $6.71K.
  • Eversource Energy made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #623 holding.
  • Simplicity Wealth first reported a position in Eversource Energy in Q1 2024 and has held it in 5 quarters since.
  • Simplicity Wealth's Eversource Energy position peaked at $344K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.