Winch Advisory Services’s Eversource Energy ES Stock Holding History

Winch Advisory Services’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	$3.11K	Buy	45 +1	+2%	+$71	﹤0.01%	400
2025 Q4	$2.99K	Hold	44	–	–	﹤0.01%	399
2025 Q3	$3.13K	Buy	44 +1	+2%	+$66	﹤0.01%	395
2025 Q2	$2.77K	Hold	43	–	–	﹤0.01%	388
2025 Q1	$2.67K	Buy	43 +1	+2%	+$60	﹤0.01%	391
2024 Q4	$2.44K	Hold	42	–	–	﹤0.01%	424
2024 Q3	$2.85K	Buy	42 +1	+2%	+$65	﹤0.01%	354
2024 Q2	$2.35K	Hold	41	–	–	﹤0.01%	365
2024 Q1	$2.45K	Hold	41	–	–	﹤0.01%	358
2023 Q4	$2.5K	Buy	41 +1	+3%	+$58	﹤0.01%	349
2023 Q3	$2K	Hold	40	–	–	﹤0.01%	354
2023 Q2	$3K	Buy	40 +1	+3%	+$74	﹤0.01%	332
2023 Q1	$3K	Hold	39	–	–	﹤0.01%	328
2022 Q4	$3K	Hold	39	–	–	﹤0.01%	313
2022 Q3	$3K	Buy	39 +1	+3%	+$88	﹤0.01%	297
2022 Q2	$3K	Sell	38 -1	-3%	-$89	﹤0.01%	321
2022 Q1	$3K	Buy	39 +1	+3%	+$86	﹤0.01%	354
2021 Q4	$3K	Hold	38	–	–	﹤0.01%	368
2021 Q3	$3K	Hold	38	–	–	﹤0.01%	377
2021 Q2	$3K	Hold	38	–	–	﹤0.01%	377
2021 Q1	$3K	Buy	38 +1	+3%	+$85	﹤0.01%	350
2020 Q4	$3K	Hold	37	–	–	﹤0.01%	339
2020 Q3	$3K	Buy	37 +1	+3%	+$86	﹤0.01%	296
2020 Q2	$3K	Hold	36	–	–	﹤0.01%	294
2020 Q1	$3K	Hold	36	–	–	﹤0.01%	252
2019 Q4	$3K	Buy	+36	New	+$2.99K	﹤0.01%	290
2019 Q3	–	Sell	-2	Closed	–	–	377
2019 Q2	$0	Buy	+2	New	+$146	﹤0.01%	442

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

Winch Advisory Services's ES Position: Q1 2026 in Review

Winch Advisory Services increased its Eversource Energy (ES) stake by 2.3% in Q1 2026, buying an estimated $71 and bringing the position to 45 shares worth $3.11K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Winch Advisory Services first reported a position in ES in Q2 2019 and has held it in 27 quarters since. The position peaked at $3.13K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Winch Advisory Services held 45 shares of Eversource Energy worth $3.11K as of Q1 2026.
Winch Advisory Services bought 1 Eversource Energy share in Q1 2026, an estimated $71.
Eversource Energy made up ﹤0.01% of Winch Advisory Services's portfolio in Q1 2026, its #400 holding.
Winch Advisory Services first reported a position in Eversource Energy in Q2 2019 and has held it in 27 quarters since.
Winch Advisory Services's Eversource Energy position peaked at $3.13K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Winch Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.