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Essential Partners’s Eversource Energy ES Stock Holding History

Essential 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 		$414K Buy
5,727
+2,659
+87% +$184K 0.19% 104
2026
Q1 		$213K Buy
3,068
+838
+38% +$59.2K 0.07% 280
2025
Q4 		$150K Sell
2,230
-894
-29% -$62.8K 0.05% 369
2025
Q3 		$222K Buy
3,124
+2,905
+1,326% +$190K 0.07% 299
2025
Q2 		$13.9K Buy
+219
New +$13.5K 0.01% 765

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

Essential Partners's ES Position: Q2 2026 in Review

Essential Partners increased its Eversource Energy (ES) stake by 87% in Q2 2026, buying an estimated $184K and bringing the position to 5,727 shares worth $414K. The position accounts for 0.19% of the portfolio, ranked #104.

Essential Partners first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Essential Partners held 5,727 shares of Eversource Energy worth $414K as of Q2 2026.
  • Essential Partners bought 2,659 Eversource Energy shares in Q2 2026, an estimated $184K.
  • Eversource Energy made up 0.19% of Essential Partners's portfolio in Q2 2026, its #104 holding.
  • Essential Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.