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
Q2 		$5.91M Buy
81,821
+3,155
+4% +$218K 0.01% 835
2026
Q1 		$5.41M Buy
78,666
+1,565
+2% +$111K 0.01% 819
2025
Q4 		$5.19M Buy
77,101
+16,021
+26% +$1.12M 0.01% 759
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 $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
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

Corient Private Wealth's ES Position: Q2 2026 in Review

Corient Private Wealth increased its Eversource Energy (ES) stake by 4% in Q2 2026, buying an estimated $218K and bringing the position to 81,821 shares worth $5.91M. The position accounts for 0.01% of the portfolio, ranked #835.

Corient Private Wealth first reported a position in ES in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.15M in Q3 2023. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Corient Private Wealth held 81,821 shares of Eversource Energy worth $5.91M as of Q2 2026.
  • Corient Private Wealth bought 3,155 Eversource Energy shares in Q2 2026, an estimated $218K.
  • Eversource Energy made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #835 holding.
  • Corient Private Wealth first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Eversource Energy position peaked at $6.15M in Q3 2023.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.