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Cascade Financial Partners’s Eversource Energy ES Stock Holding History

Cascade Financial 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 		– Sell
-3,099
Closed -$209K – 273
2025
Q4 		$209K Buy
+3,099
New +$218K 0.02% 255
2025
Q3 		– Sell
-3,450
Closed -$219K – 266
2025
Q2 		$219K Sell
3,450
-571
-14% -$35.2K 0.03% 242
2025
Q1 		$250K Sell
4,021
-500
-11% -$29.8K 0.03% 212
2024
Q4 		$260K Hold
4,521
– – 0.03% 208
2024
Q3 		$299K Sell
4,521
-89
-2% -$5.75K 0.04% 184
2024
Q2 		$261K Sell
4,610
-700
-13% -$41.5K 0.03% 192
2024
Q1 		$312K Buy
+5,310
New +$305K 0.05% 173

Other funds holding ES

BlackRock
BlackRock New York $5.72T 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

Cascade Financial Partners's ES Position: Q1 2026 in Review

Cascade Financial Partners sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 3,099 shares — an estimated $209K sold.

Cascade Financial Partners first reported a position in ES in Q1 2024 and held it in 7 quarters. The position peaked at $312K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Cascade Financial Partners reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Cascade Financial Partners sold 3,099 Eversource Energy shares in Q1 2026, an estimated $209K.
  • Cascade Financial Partners first reported a position in Eversource Energy in Q1 2024 and held it in 7 quarters.
  • Cascade Financial Partners's Eversource Energy position peaked at $312K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.