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Wealthspire Advisors (New York)’s Eversource Energy ES Stock Holding History

Wealthspire Advisors (New York)’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 		$298K Sell
4,303
-2,420
-36% -$171K ﹤0.01% 728
2025
Q4 		$453K Buy
6,723
+2,626
+64% +$184K ﹤0.01% 645
2025
Q3 		$291K Sell
4,097
-1,307
-24% -$85.7K ﹤0.01% 679
2025
Q2 		$344K Sell
5,404
-270
-5% -$16.6K ﹤0.01% 630
2025
Q1 		$352K Sell
5,674
-276
-5% -$16.5K ﹤0.01% 599
2024
Q4 		$342K Sell
5,950
-436
-7% -$27.2K ﹤0.01% 619
2024
Q3 		$435K Sell
6,386
-6
-0.1% -$388 ﹤0.01% 525
2024
Q2 		$362K Buy
6,392
+780
+14% +$46.2K ﹤0.01% 494
2024
Q1 		$335K Buy
5,612
+32
+0.6% +$1.84K ﹤0.01% 502
2023
Q4 		$344K Buy
5,580
+119
+2% +$6.86K ﹤0.01% 494
2023
Q3 		$318K Buy
5,461
+524
+11% +$34.9K 0.01% 474
2023
Q2 		$350K Sell
4,937
-21
-0.4% -$1.56K 0.01% 436
2023
Q1 		$388K Sell
4,958
-1,816
-27% -$143K 0.01% 392
2022
Q4 		$568K Buy
6,774
+1,197
+21% +$94.9K 0.01% 349
2022
Q3 		$435K Buy
5,577
+1,023
+22% +$90.2K 0.01% 361
2022
Q2 		$385K Sell
4,554
-119
-3% -$10.6K 0.01% 355
2022
Q1 		$412K Sell
4,673
-950
-17% -$81.2K 0.01% 302
2021
Q4 		$512K Buy
5,623
+555
+11% +$47.7K 0.01% 317
2021
Q3 		$414K Sell
5,068
-860
-15% -$74.7K 0.01% 396
2021
Q2 		$476K Sell
5,928
-4,466
-43% -$376K 0.01% 230
2021
Q1 		$900K Buy
10,394
+2,264
+28% +$192K 0.02% 282
2020
Q4 		$703K Buy
+8,130
New +$724K 0.02% 254
2020
Q2 		– Sell
-6,467
Closed -$506K – 351
2020
Q1 		$506K Buy
+6,467
New +$567K 0.02% 290
2019
Q1 		– Sell
-201
Closed -$13K – 280
2018
Q4 		$13K Buy
+201
New +$13.1K ﹤0.01% 436

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

Wealthspire Advisors (New York)'s ES Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Eversource Energy (ES) stake by 36% in Q1 2026, selling an estimated $171K and leaving 4,303 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Wealthspire Advisors (New York) first reported a position in ES in Q4 2018 and has held it in 24 quarters since. The position peaked at $900K in Q1 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Wealthspire Advisors (New York) held 4,303 shares of Eversource Energy worth $298K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 2,420 Eversource Energy shares in Q1 2026, an estimated $171K.
  • Eversource Energy made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #728 holding.
  • Wealthspire Advisors (New York) first reported a position in Eversource Energy in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Eversource Energy position peaked at $900K in Q1 2021.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.