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Winnow Wealth’s Eversource Energy ES Stock Holding History

Winnow Wealth’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 		– Sell
-6
Closed -$408 – 267
2025
Q4 		$408 Hold
6
– – ﹤0.01% 503
2025
Q3 		$432 Buy
+6
New +$393 ﹤0.01% 477
2025
Q2 		– Sell
-6
Closed -$336 – 341
2025
Q1 		$336 Hold
6
– – ﹤0.01% 562
2024
Q4 		$307 Buy
+6
New +$374 ﹤0.01% 522

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

Winnow Wealth's ES Position: Q1 2026 in Review

Winnow Wealth sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 6 shares — an estimated $408 sold.

Winnow Wealth first reported a position in ES in Q4 2024 and held it in 4 quarters. The position peaked at $432 in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Winnow Wealth reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Winnow Wealth sold 6 Eversource Energy shares in Q1 2026, an estimated $408.
  • Winnow Wealth first reported a position in Eversource Energy in Q4 2024 and held it in 4 quarters.
  • Winnow Wealth's Eversource Energy position peaked at $432 in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.