Elevation Wealth Partners
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Elevation Wealth Partners’s Eversource Energy ES Stock Holding History

Elevation 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 		$49.2K Buy
767
+418
+120% +$29.8K 0.01% 396
2026
Q2 		$25.2K Buy
349
+240
+220% +$16.6K 0.01% 507
2026
Q1 		$7.55K Buy
109
+37
+51% +$2.62K ﹤0.01% 587
2025
Q4 		$4.85K Buy
72
+30
+71% +$2.11K ﹤0.01% 638
2025
Q3 		$2.99K Buy
+42
New +$2.75K ﹤0.01% 574
2024
Q3 		– Sell
-64
Closed -$3.63K – 500
2024
Q2 		$3.63K Buy
+64
New +$3.79K ﹤0.01% 407

Other funds holding ES

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
M&G plc
M&G plc London, United Kingdom $19.9B AUM 15.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Elevation Wealth Partners increased its Eversource Energy (ES) stake by 120% in Q3 2026, buying an estimated $29.8K and bringing the position to 767 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #396.

Elevation Wealth Partners first reported a position in ES in Q2 2024 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Elevation Wealth Partners held 767 shares of Eversource Energy worth $49.2K as of Q3 2026.
  • Elevation Wealth Partners bought 418 Eversource Energy shares in Q3 2026, an estimated $29.8K.
  • Eversource Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #396 holding.
  • Elevation Wealth Partners first reported a position in Eversource Energy in Q2 2024 and has held it in 6 quarters since.
  • 559 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.