Cerity Partners
ES icon

Cerity Partners’s Eversource Energy ES Stock Holding History

Cerity 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 		$38.8M Buy
537,372
+322,136
+150% +$22.3M 0.05% 301
2026
Q1 		$14.9M Buy
215,236
+70,005
+48% +$4.95M 0.02% 531
2025
Q4 		$9.78M Buy
145,231
+2,956
+2% +$208K 0.01% 644
2025
Q3 		$10.1M Buy
142,275
+76,154
+115% +$4.99M 0.02% 576
2025
Q2 		$4.21M Sell
66,121
-1,941
-3% -$120K 0.01% 886
2025
Q1 		$4.23M Sell
68,062
-47,529
-41% -$2.84M 0.01% 794
2024
Q4 		$6.96M Sell
115,591
-11,735
-9% -$731K 0.02% 604
2024
Q3 		$8.66M Buy
127,326
+31,517
+33% +$2.04M 0.02% 527
2024
Q2 		$5.43M Sell
95,809
-108,514
-53% -$6.43M 0.01% 577
2024
Q1 		$12.2M Buy
204,323
+86,080
+73% +$4.95M 0.03% 399
2023
Q4 		$7.3M Buy
118,243
+99,652
+536% +$5.74M 0.02% 439
2023
Q3 		$1.08M Sell
18,591
-177
-0.9% -$11.8K 0.01% 731
2023
Q2 		$1.33M Sell
18,768
-4,503
-19% -$335K 0.01% 837
2023
Q1 		$1.81M Buy
23,271
+191
+0.8% +$15.1K ﹤0.01% 755
2022
Q4 		$1.94M Buy
23,080
+846
+4% +$67.1K 0.01% 529
2022
Q3 		$1.73M Sell
22,234
-755
-3% -$66.5K 0.02% 399
2022
Q2 		$1.89M Buy
22,989
+13,497
+142% +$1.2M 0.02% 417
2022
Q1 		$629K Buy
9,492
+436
+5% +$37.3K 0.01% 542
2021
Q4 		$824K Buy
+9,056
New +$779K 0.01% 467

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

Cerity Partners's ES Position: Q2 2026 in Review

Cerity Partners increased its Eversource Energy (ES) stake by 150% in Q2 2026, buying an estimated $22.3M and bringing the position to 537,372 shares worth $38.8M. The position accounts for 0.05% of the portfolio, ranked #301.

Cerity Partners first reported a position in ES in Q4 2021 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cerity Partners held 537,372 shares of Eversource Energy worth $38.8M as of Q2 2026.
  • Cerity Partners bought 322,136 Eversource Energy shares in Q2 2026, an estimated $22.3M.
  • Eversource Energy made up 0.05% of Cerity Partners's portfolio in Q2 2026, its #301 holding.
  • Cerity Partners first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.