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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Catalyst Financial Partners reduced its Eversource Energy (ES) stake by 7.8% in Q1 2026, selling an estimated $22.7K and leaving 3,783 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #316.

Catalyst Financial Partners first reported a position in ES in Q1 2024 and has held it in 9 quarters since. The position peaked at $278K in Q3 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Catalyst Financial Partners held 3,783 shares of Eversource Energy worth $262K as of Q1 2026.
Catalyst Financial Partners sold 321 Eversource Energy shares in Q1 2026, an estimated $22.7K.
Eversource Energy made up 0.03% of Catalyst Financial Partners's portfolio in Q1 2026, its #316 holding.
Catalyst Financial Partners first reported a position in Eversource Energy in Q1 2024 and has held it in 9 quarters since.
Catalyst Financial Partners's Eversource Energy position peaked at $278K in Q3 2024.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

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