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Clark Wealth Partners’s Eversource Energy ES Stock Holding History

Clark Wealth 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 		$1.59K Buy
22
+3
+16% +$208 ﹤0.01% 440
2026
Q1 		$1.32K Hold
19
– – ﹤0.01% 492
2025
Q4 		$1.28K Hold
19
– – ﹤0.01% 465
2025
Q3 		$1.28K Hold
19
– – ﹤0.01% 465
2025
Q2 		$1.21K Sell
19
-8
-30% -$493 ﹤0.01% 421
2025
Q1 		$1.68K Sell
27
-1
-4% -$60 ﹤0.01% 393
2024
Q4 		$1.61K Buy
+28
New +$1.75K ﹤0.01% 391

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clark Wealth Partners's ES Position: Q2 2026 in Review

Clark Wealth Partners increased its Eversource Energy (ES) stake by 16% in Q2 2026, buying an estimated $208 and bringing the position to 22 shares worth $1.59K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Clark Wealth Partners first reported a position in ES in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.68K in Q1 2025. 1,061 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Clark Wealth Partners held 22 shares of Eversource Energy worth $1.59K as of Q2 2026.
  • Clark Wealth Partners bought 3 Eversource Energy shares in Q2 2026, an estimated $208.
  • Eversource Energy made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #440 holding.
  • Clark Wealth Partners first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Eversource Energy position peaked at $1.68K in Q1 2025.
  • 1,061 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.