Curated Wealth Partners
ES icon

Curated Wealth Partners’s Eversource Energy ES Stock Holding History

Curated 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
Q3 		$657K Buy
10,236
+7,028
+219% +$500K 0.05% 210
2026
Q2 		$232K Buy
+3,208
New +$222K 0.03% 216

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ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Curated Wealth Partners's ES Position: Q3 2026 in Review

Curated Wealth Partners increased its Eversource Energy (ES) stake by 219% in Q3 2026, buying an estimated $500K and bringing the position to 10,236 shares worth $657K. The position accounts for 0.05% of the portfolio, ranked #210.

Curated Wealth Partners first reported a position in ES in Q2 2026 and has held it in 2 quarters since. 624 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Curated Wealth Partners held 10,236 shares of Eversource Energy worth $657K as of Q3 2026.
  • Curated Wealth Partners bought 7,028 Eversource Energy shares in Q3 2026, an estimated $500K.
  • Eversource Energy made up 0.05% of Curated Wealth Partners's portfolio in Q3 2026, its #210 holding.
  • Curated Wealth Partners first reported a position in Eversource Energy in Q2 2026 and has held it in 2 quarters since.
  • 624 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.