Aspect Partners
ES icon

Aspect Partners’s Eversource Energy ES Stock Holding History

Aspect 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
Q3 		$5K Sell
78
-42
-35% -$2.99K ﹤0.01% 397
2026
Q2 		$8.67K Buy
120
+110
+1,100% +$7.62K ﹤0.01% 308
2026
Q1 		$693 Buy
+10
New +$707 ﹤0.01% 632

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Vest Financial
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Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aspect Partners's ES Position: Q3 2026 in Review

Aspect Partners reduced its Eversource Energy (ES) stake by 35% in Q3 2026, selling an estimated $2.99K and leaving 78 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Aspect Partners first reported a position in ES in Q1 2026 and has held it in 3 quarters since. The position peaked at $8.67K in Q2 2026. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Aspect Partners held 78 shares of Eversource Energy worth $5K as of Q3 2026.
  • Aspect Partners sold 42 Eversource Energy shares in Q3 2026, an estimated $2.99K.
  • Eversource Energy made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #397 holding.
  • Aspect Partners first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • Aspect Partners's Eversource Energy position peaked at $8.67K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.