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Daymark Wealth Partners’s Eversource Energy ES Stock Holding History

Daymark 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 		$704K Buy
9,745
+1,554
+19% +$108K 0.02% 398
2026
Q1 		$567K Buy
8,191
+2,653
+48% +$187K 0.02% 391
2025
Q4 		$373K Buy
5,538
+410
+8% +$28.8K 0.01% 451
2025
Q3 		$365K Sell
5,128
-1,970
-28% -$129K 0.01% 442
2025
Q2 		$452K Buy
7,098
+87
+1% +$5.36K 0.02% 373
2025
Q1 		$435K Sell
7,011
-595
-8% -$35.5K 0.02% 351
2024
Q4 		$437K Buy
7,606
+9
+0.1% +$561 0.02% 350
2024
Q3 		$517K Buy
7,597
+28
+0.4% +$1.81K 0.02% 332
2024
Q2 		$429K Buy
7,569
+355
+5% +$21K 0.02% 342
2024
Q1 		$431K Sell
7,214
-1,546
-18% -$88.9K 0.02% 280
2023
Q4 		$541K Sell
8,760
-189
-2% -$10.9K 0.03% 250
2023
Q3 		$520K Buy
8,949
+153
+2% +$10.2K 0.04% 235
2023
Q2 		$624K Buy
8,796
+923
+12% +$68.7K 0.05% 212
2023
Q1 		$616K Buy
7,873
+3,349
+74% +$265K 0.08% 170
2022
Q4 		$379K Buy
+4,524
New +$359K 0.07% 167

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

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

Daymark Wealth Partners increased its Eversource Energy (ES) stake by 19% in Q2 2026, buying an estimated $108K and bringing the position to 9,745 shares worth $704K. The position accounts for 0.02% of the portfolio, ranked #398.

Daymark Wealth Partners first reported a position in ES in Q4 2022 and has held it in 15 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Daymark Wealth Partners held 9,745 shares of Eversource Energy worth $704K as of Q2 2026.
  • Daymark Wealth Partners bought 1,554 Eversource Energy shares in Q2 2026, an estimated $108K.
  • Eversource Energy made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #398 holding.
  • Daymark Wealth Partners first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.