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Eversource Energy shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Eversource Energy by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 3.4k 72.27

More positions owned by Monticello Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Monticello Wealth Management

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
Morgan Stanley
Nuveen
Legal & General Group

View all funds holding Eversource Energy