Envestnet Portfolio Solutions
ES icon

Envestnet Portfolio Solutions’s Eversource Energy ES Stock Holding History

Envestnet Portfolio Solutions’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
Q1 		– Sell
-3,975
Closed -$268K – 1346
2025
Q4 		$268K Buy
+3,975
New +$279K ﹤0.01% 1344
2025
Q1 		– Sell
-3,828
Closed -$220K – 1619
2024
Q4 		$220K Buy
+3,828
New +$239K ﹤0.01% 1638
2023
Q4 		– Sell
-5,181
Closed -$301K – 1548
2023
Q3 		$301K Buy
+5,181
New +$345K ﹤0.01% 1227

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Portfolio Solutions's ES Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 3,975 shares — an estimated $268K sold.

Envestnet Portfolio Solutions first reported a position in ES in Q3 2023 and held it in 3 quarters. The position peaked at $301K in Q3 2023. 1,070 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Envestnet Portfolio Solutions reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,975 Eversource Energy shares in Q1 2026, an estimated $268K.
  • Envestnet Portfolio Solutions first reported a position in Eversource Energy in Q3 2023 and held it in 3 quarters.
  • Envestnet Portfolio Solutions's Eversource Energy position peaked at $301K in Q3 2023.
  • 1,070 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.