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Concord Wealth Partners’s Eversource Energy ES Stock Holding History

Concord 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
Q1 		– Sell
-128
Closed -$8.62K – 368
2025
Q4 		$8.62K Hold
128
– – ﹤0.01% 559
2025
Q3 		$9.11K Hold
128
– – ﹤0.01% 551
2025
Q2 		$8.14K Buy
+128
New +$7.89K ﹤0.01% 569
2025
Q1 		– Sell
-133
Closed -$7.65K – 854
2024
Q4 		$7.65K Buy
133
+1
+0.8% +$62 ﹤0.01% 547
2024
Q3 		$8.98K Buy
132
+1
+0.8% +$65 ﹤0.01% 564
2024
Q2 		$7.41K Sell
131
-24
-15% -$1.42K ﹤0.01% 541
2024
Q1 		$9.24K Sell
155
-143
-48% -$8.22K ﹤0.01% 581
2023
Q4 		$18.4K Buy
298
+1
+0.3% +$58 ﹤0.01% 490
2023
Q3 		$17.2K Sell
297
-145
-33% -$9.67K ﹤0.01% 530
2023
Q2 		$31.4K Buy
442
+294
+199% +$21.9K 0.01% 427
2023
Q1 		$11.6K Sell
148
-5,222
-97% -$413K ﹤0.01% 572
2022
Q4 		$450K Buy
5,370
+37
+0.7% +$2.94K 0.14% 91
2022
Q3 		$416K Buy
5,333
+38
+0.7% +$3.35K 0.13% 102
2022
Q2 		$447K Buy
5,295
+38
+0.7% +$3.38K 0.12% 112
2022
Q1 		$464K Buy
5,257
+54
+1% +$4.62K 0.12% 109
2021
Q4 		$473K Buy
5,203
+4,910
+1,676% +$422K 0.12% 106
2021
Q3 		$24K Hold
293
– – 0.01% 348
2021
Q2 		$24K Sell
293
-3
-1% -$253 0.01% 468
2021
Q1 		$26K Buy
296
+3
+1% +$255 0.01% 432
2020
Q4 		$25K Buy
+293
New +$26.1K 0.02% 283

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

Concord Wealth Partners's ES Position: Q1 2026 in Review

Concord Wealth Partners sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 128 shares — an estimated $8.62K sold.

Concord Wealth Partners first reported a position in ES in Q4 2020 and held it in 20 quarters. The position peaked at $473K in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Concord Wealth Partners reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Concord Wealth Partners sold 128 Eversource Energy shares in Q1 2026, an estimated $8.62K.
  • Concord Wealth Partners first reported a position in Eversource Energy in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's Eversource Energy position peaked at $473K in Q4 2021.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.