Trueblood Wealth Management’s Eversource Energy ES Stock Holding History

Trueblood 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	$277K	Sell	4,005 -55	-1%	-$3.89K	0.11%	213
2025 Q4	$273K	Sell	4,060 -406	-9%	-$28.5K	0.11%	206
2025 Q3	$318K	Sell	4,466 -99	-2%	-$6.49K	0.12%	201
2025 Q2	$290K	Buy	4,565 +3	+0.1%	+$185	0.12%	205
2025 Q1	$283K	Buy	4,562 +66	+1%	+$3.94K	0.13%	194
2024 Q4	$258K	Buy	4,496 +3	+0.1%	+$187	0.13%	199
2024 Q3	$306K	Buy	4,493 +2	+0%	+$129	0.15%	176
2024 Q2	$255K	Buy	4,491 +4	+0.1%	+$237	0.14%	185
2024 Q1	$268K	Sell	4,487 -429	-9%	-$24.7K	0.15%	173
2023 Q4	$303K	Buy	+4,916	New	+$283K	0.19%	150

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

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

Trueblood Wealth Management reduced its Eversource Energy (ES) stake by 1.4% in Q1 2026, selling an estimated $3.89K and leaving 4,005 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #213.

Trueblood Wealth Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $318K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Trueblood Wealth Management held 4,005 shares of Eversource Energy worth $277K as of Q1 2026.
Trueblood Wealth Management sold 55 Eversource Energy shares in Q1 2026, an estimated $3.89K.
Eversource Energy made up 0.11% of Trueblood Wealth Management's portfolio in Q1 2026, its #213 holding.
Trueblood Wealth Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
Trueblood Wealth Management's Eversource Energy position peaked at $318K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Trueblood Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.