Family Wealth Partners’s Eversource Energy ES Stock Holding History

Family 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	$217K	Buy	+3,005	New	+$208K	0.07%	96

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Family Wealth Partners opened a new position in Eversource Energy (ES) in Q2 2026: 3,005 shares worth $217K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings.

457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Family Wealth Partners held 3,005 shares of Eversource Energy worth $217K as of Q2 2026.
Eversource Energy was a new Family Wealth Partners position in Q2 2026.
Eversource Energy made up 0.07% of Family Wealth Partners's portfolio in Q2 2026, its #96 holding.
457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.