SOA Wealth Advisors’s Eversource Energy ES Stock Holding History

SOA Wealth Advisors’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	$84	Hold	1	–	–	﹤0.01%	839
2025 Q4	$80	Hold	1	–	–	﹤0.01%	838
2025 Q3	$84	Hold	1	–	–	﹤0.01%	860
2025 Q2	$74	Hold	1	–	–	﹤0.01%	848
2025 Q1	$72	Hold	1	–	–	﹤0.01%	856
2024 Q4	$66	Hold	1	–	–	﹤0.01%	852
2024 Q3	$77	Hold	1	–	–	﹤0.01%	817
2024 Q2	$63	Sell	1 -7	-88%	-$415	﹤0.01%	836
2024 Q1	$483	Hold	8	–	–	﹤0.01%	807
2023 Q4	$499	Hold	8	–	–	﹤0.01%	799
2023 Q3	$469	Hold	8	–	–	﹤0.01%	827
2023 Q2	$571	Hold	8	–	–	﹤0.01%	819
2023 Q1	$630	Hold	8	–	–	﹤0.01%	827
2022 Q4	$674	Sell	8 -8	-50%	-$634	﹤0.01%	828
2022 Q3	$1K	Sell	16 -10	-38%	-$881	﹤0.01%	761
2022 Q2	$2K	Sell	26 -47	-64%	-$4.18K	﹤0.01%	693
2022 Q1	$6K	Hold	73	–	–	﹤0.01%	657
2021 Q4	$6K	Hold	73	–	–	﹤0.01%	635
2021 Q3	$5K	Hold	73	–	–	﹤0.01%	680
2021 Q2	$5K	Buy	73 +15	+26%	+$1.26K	﹤0.01%	663
2021 Q1	$5K	Sell	58 -15	-21%	-$1.27K	﹤0.01%	613
2020 Q4	$6K	Buy	+73	New	+$6.5K	﹤0.01%	580

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SOA Wealth Advisors's ES Position: Q1 2026 in Review

SOA Wealth Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 1 share worth $84. The position accounts for ﹤0.01% of the portfolio, ranked #839.

SOA Wealth Advisors first reported a position in ES in Q4 2020 and has held it in 22 quarters since. The position peaked at $6K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

SOA Wealth Advisors held 1 share of Eversource Energy worth $84 as of Q1 2026.
SOA Wealth Advisors left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #839 holding.
SOA Wealth Advisors first reported a position in Eversource Energy in Q4 2020 and has held it in 22 quarters since.
SOA Wealth Advisors's Eversource Energy position peaked at $6K in Q1 2022.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.