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Eversource Energy shares owned by MBL Wealth

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

All positions including Eversource Energy held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by MBL Wealth

Quarter filed Position value Share count Share price at filing
2026-09-30 $758k 12k 64.16

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State Str Spdr S&p 500 Etf T Put Put Option (Principal) (SPY)
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Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Victory Portfolios Ii Core Bd Etf (UITB)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core S&p Scp Etf (IJR)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Inter Mun Bd Act (MUNI)

View all positions for MBL Wealth

Top funds holding Eversource Energy

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
AQR Capital Management
FMR
Victory Capital Management
Ubs Global Asset Management Americas
Invesco
Charles Schwab Investment Management
Sixth Street Partners Management Company
Nuveen
Legal & General Group
Goldman Sachs Group

View all funds holding Eversource Energy