Spire Wealth Management
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Spire Wealth Management’s Eversource Energy ES Stock Holding History

Spire 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
Q3 		$112K Buy
1,744
+16
+0.9% +$1.14K ﹤0.01% 920
2026
Q2 		$125K Sell
1,728
-2,781
-62% -$193K ﹤0.01% 916
2026
Q1 		$312K Sell
4,509
-2,159
-32% -$153K 0.01% 662
2025
Q4 		$449K Sell
6,668
-1,876
-22% -$132K 0.02% 565
2025
Q3 		$608K Buy
8,544
+4,534
+113% +$297K 0.02% 483
2025
Q2 		$255K Sell
4,010
-4,453
-53% -$274K 0.01% 701
2025
Q1 		$526K Buy
8,463
+4,434
+110% +$265K 0.02% 551
2024
Q4 		$231K Buy
4,029
+965
+31% +$60.1K 0.01% 780
2024
Q3 		$209K Sell
3,064
-2,378
-44% -$154K 0.01% 718
2024
Q2 		$309K Sell
5,442
-462
-8% -$27.4K 0.01% 605
2024
Q1 		$353K Sell
5,904
-103
-2% -$5.92K 0.01% 613
2023
Q4 		$321K Sell
6,007
-50
-0.8% -$2.88K 0.01% 631
2023
Q3 		$352K Buy
6,057
+116
+2% +$7.73K 0.01% 558
2023
Q2 		$421K Sell
5,941
-35
-0.6% -$2.61K 0.02% 535
2023
Q1 		$468K Buy
5,976
+507
+9% +$40K 0.02% 511
2022
Q4 		$459K Buy
5,469
+176
+3% +$14K 0.03% 371
2022
Q3 		$413K Sell
5,293
-588
-10% -$51.8K 0.03% 367
2022
Q2 		$497K Sell
5,881
-4,996
-46% -$444K 0.02% 472
2022
Q1 		$959K Sell
10,877
-465
-4% -$39.8K 0.03% 399
2021
Q4 		$1.03M Buy
11,342
+880
+8% +$75.7K 0.02% 457
2021
Q3 		$855K Hold
10,462
– – 0.02% 446
2021
Q2 		$839K Sell
10,462
-465
-4% -$39.2K 0.02% 473
2021
Q1 		$946K Buy
+10,927
New +$927K 0.03% 460

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Spire Wealth Management's ES Position: Q3 2026 in Review

Spire Wealth Management increased its Eversource Energy (ES) stake by 0.93% in Q3 2026, buying an estimated $1.14K and bringing the position to 1,744 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #920.

Spire Wealth Management first reported a position in ES in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.03M in Q4 2021. 639 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Spire Wealth Management held 1,744 shares of Eversource Energy worth $112K as of Q3 2026.
  • Spire Wealth Management bought 16 Eversource Energy shares in Q3 2026, an estimated $1.14K.
  • Eversource Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #920 holding.
  • Spire Wealth Management first reported a position in Eversource Energy in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Eversource Energy position peaked at $1.03M in Q4 2021.
  • 639 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.