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 Q3	$361K	Sell	5,627 -100	-2%	-$7.12K	0.16%	118
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Essential Partners's ES Position: Q3 2026 in Review

Essential Partners reduced its Eversource Energy (ES) stake by 1.7% in Q3 2026, selling an estimated $7.12K and leaving 5,627 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #118.

Essential Partners first reported a position in ES in Q2 2025 and has held it in 6 quarters since. The position peaked at $414K in Q2 2026. 153 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Essential Partners held 5,627 shares of Eversource Energy worth $361K as of Q3 2026.
Essential Partners sold 100 Eversource Energy shares in Q3 2026, an estimated $7.12K.
Eversource Energy made up 0.16% of Essential Partners's portfolio in Q3 2026, its #118 holding.
Essential Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Eversource Energy position peaked at $414K in Q2 2026.
153 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.