AWP
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Abacus Wealth Partners’s Eversource Energy ES Stock Holding History

Abacus Wealth Partners’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 		$729K Buy
10,521
+2,615
+33% +$185K 0.07% 146
2025
Q4 		$532K Buy
+7,906
New +$555K 0.05% 205
2022
Q3 		– Sell
-2,954
Closed -$249K – 79
2022
Q2 		$249K Buy
2,954
+14
+0.5% +$1.24K 0.13% 64
2022
Q1 		$259K Sell
2,940
-82
-3% -$7.01K 0.12% 66
2021
Q4 		$275K Sell
3,022
-9
-0.3% -$774 0.1% 85
2021
Q3 		$248K Sell
3,031
-54
-2% -$4.69K 0.09% 87
2021
Q2 		$248K Buy
3,085
+11
+0.4% +$926 0.1% 92
2021
Q1 		$266K Sell
3,074
-136
-4% -$11.5K 0.19% 78
2020
Q4 		$278K Buy
+3,210
New +$286K 0.24% 60

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BlackRock New York $5.7T 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