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Catalyst Financial Partners’s Eversource Energy ES Stock Holding History

Catalyst 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
Q2 		$275K Buy
3,810
+27
+0.7% +$1.87K 0.03% 337
2026
Q1 		$262K Sell
3,783
-321
-8% -$22.7K 0.03% 316
2025
Q4 		$276K Buy
4,104
+404
+11% +$28.4K 0.03% 264
2025
Q3 		$263K Buy
3,700
+1
+0% +$66 0.03% 257
2025
Q2 		$235K Sell
3,699
-75
-2% -$4.62K 0.03% 267
2025
Q1 		$234K Buy
3,774
+43
+1% +$2.56K 0.04% 247
2024
Q4 		$214K Sell
3,731
-355
-9% -$22.1K 0.04% 257
2024
Q3 		$278K Buy
4,086
+461
+13% +$29.8K 0.05% 218
2024
Q2 		$206K Buy
3,625
+106
+3% +$6.28K 0.05% 238
2024
Q1 		$206K Buy
+3,519
New +$202K 0.05% 220

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catalyst Financial Partners's ES Position: Q2 2026 in Review

Catalyst Financial Partners increased its Eversource Energy (ES) stake by 0.71% in Q2 2026, buying an estimated $1.87K and bringing the position to 3,810 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #337.

Catalyst Financial Partners first reported a position in ES in Q1 2024 and has held it in 10 quarters since. The position peaked at $278K in Q3 2024. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Catalyst Financial Partners held 3,810 shares of Eversource Energy worth $275K as of Q2 2026.
  • Catalyst Financial Partners bought 27 Eversource Energy shares in Q2 2026, an estimated $1.87K.
  • Eversource Energy made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #337 holding.
  • Catalyst Financial Partners first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
  • Catalyst Financial Partners's Eversource Energy position peaked at $278K in Q3 2024.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.