WCM
ES icon

WealthTrak Capital Management’s Eversource Energy ES Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-50
Closed -$3.18K – 345
2025
Q2 		$3.18K Buy
50
+10
+25% +$616 ﹤0.01% 365
2025
Q1 		$2.48K Buy
40
+30
+300% +$1.79K ﹤0.01% 338
2024
Q4 		$575 Buy
+10
New +$623 ﹤0.01% 542

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthTrak Capital Management's ES Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 50 shares — an estimated $3.18K sold.

WealthTrak Capital Management first reported a position in ES in Q4 2024 and held it in 3 quarters. The position peaked at $3.18K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 50 Eversource Energy shares in Q3 2025, an estimated $3.18K.
  • WealthTrak Capital Management first reported a position in Eversource Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Eversource Energy position peaked at $3.18K in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.