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Waverly Advisors’s Eversource Energy ES Stock Holding History

Waverly 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 		$429K Buy
+6,195
New +$438K ﹤0.01% 1151
2018
Q1 		– Sell
-3,396
Closed -$215K – 246
2017
Q4 		$215K Hold
3,396
– – 0.03% 219
2017
Q3 		$205K Hold
3,396
– – 0.04% 222
2017
Q2 		$206K Sell
3,396
-40
-1% -$2.43K 0.05% 209
2017
Q1 		$202K Buy
+3,436
New +$195K 0.05% 204
2014
Q1 		– Sell
-642
Closed -$27K – 732
2013
Q4 		$27K Hold
642
– – 0.01% 408
2013
Q3 		$26K Buy
+642
New +$27.2K 0.01% 327

Other funds holding ES

BlackRock
BlackRock New York $5.7T 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