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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
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Elevation Wealth Partners increased its Eversource Energy (ES) stake by 220% in Q2 2026, buying an estimated $16.6K and bringing the position to 349 shares worth $25.2K. The position accounts for 0.01% of the portfolio, ranked #507.

Elevation Wealth Partners first reported a position in ES in Q2 2024 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Elevation Wealth Partners held 349 shares of Eversource Energy worth $25.2K as of Q2 2026.
  • Elevation Wealth Partners bought 240 Eversource Energy shares in Q2 2026, an estimated $16.6K.
  • Eversource Energy made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #507 holding.
  • Elevation Wealth Partners first reported a position in Eversource Energy in Q2 2024 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.