Corient Private Wealth
ES icon

Corient Private Wealth’s Eversource Energy ES Stock Holding History

Corient Private Wealth’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 		$5.41M Sell
78,666
-128,032
-62% -$9.05M 0.01% 819
2025
Q4 		$10.5M Buy
206,698
+145,618
+238% +$10.2M 0.01% 766
2025
Q3 		$4.35M Sell
61,080
-6,080
-9% -$399K 0.01% 756
2025
Q2 		$4.27M Sell
67,160
-2,443
-4% -$151K 0.01% 745
2025
Q1 		$4.32M Sell
69,603
-10,729
-13% -$640K 0.01% 718
2024
Q4 		$4.61M Buy
80,332
+3,496
+5% +$218K 0.01% 724
2024
Q3 		$5.23M Sell
76,836
-751
-1% -$48.5K 0.01% 738
2024
Q2 		$4.4M Sell
77,587
-8,621
-10% -$511K 0.01% 741
2024
Q1 		$5.15M Sell
86,208
-10,936
-11% -$629K 0.01% 697
2023
Q4 		$6M Sell
97,144
-8,393
-8% -$484K 0.01% 653
2023
Q3 		$6.15M Buy
105,537
+29,773
+39% +$1.98M 0.01% 596
2023
Q2 		$5.38M Sell
75,764
-2,059
-3% -$153K 0.01% 612
2023
Q1 		$6.1M Buy
77,823
+22,992
+42% +$1.82M 0.02% 538
2022
Q4 		$4.59M Buy
+54,831
New +$4.35M 0.02% 521

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

Corient Private Wealth's ES Position: Q1 2026 in Review

Corient Private Wealth reduced its Eversource Energy (ES) stake by 62% in Q1 2026, selling an estimated $9.05M and leaving 78,666 shares worth $5.41M. The position accounts for 0.01% of the portfolio, ranked #819.

Corient Private Wealth first reported a position in ES in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Corient Private Wealth held 78,666 shares of Eversource Energy worth $5.41M as of Q1 2026.
  • Corient Private Wealth sold 128,032 Eversource Energy shares in Q1 2026, an estimated $9.05M.
  • Eversource Energy made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #819 holding.
  • Corient Private Wealth first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Eversource Energy position peaked at $10.5M in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.