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 Q2	–	Sell	-10,521	Closed	-$729K	–	382
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

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Abacus Wealth Partners's ES Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 10,521 shares — an estimated $729K sold.

Abacus Wealth Partners first reported a position in ES in Q4 2020 and held it in 9 quarters. The position peaked at $729K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Abacus Wealth Partners reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
Abacus Wealth Partners sold 10,521 Eversource Energy shares in Q2 2026, an estimated $729K.
Abacus Wealth Partners first reported a position in Eversource Energy in Q4 2020 and held it in 9 quarters.
Abacus Wealth Partners's Eversource Energy position peaked at $729K in Q1 2026.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.