Focus Partners Wealth
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Focus Partners Wealth’s Eversource Energy ES Stock Holding History

Focus Partners Wealth’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 		$24.3M Buy
350,927
+199,756
+132% +$14.1M 0.03% 445
2025
Q4 		$10.2M Buy
151,171
+41,886
+38% +$2.94M 0.01% 690
2025
Q3 		$7.74M Sell
109,285
-7,975
-7% -$523K 0.01% 631
2025
Q2 		$7.46M Sell
117,260
-251,738
-68% -$15.5M 0.02% 564
2025
Q1 		$22.9M Sell
368,998
-69,614
-16% -$4.15M 0.06% 293
2024
Q4 		$25.2M Buy
438,612
+415,222
+1,775% +$25.9M 0.07% 273
2024
Q3 		$1.67M Sell
23,390
-516,647
-96% -$33.4M 0.01% 819
2024
Q2 		$30.6M Buy
540,037
+24,056
+5% +$1.43M 0.1% 191
2024
Q1 		$30.8M Buy
515,981
+511,011
+10,282% +$29.4M 0.25% 103
2023
Q4 		$307K Buy
+4,970
New +$287K ﹤0.01% 665

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Focus Partners Wealth's ES Position: Q1 2026 in Review

Focus Partners Wealth increased its Eversource Energy (ES) stake by 132% in Q1 2026, buying an estimated $14.1M and bringing the position to 350,927 shares worth $24.3M. The position accounts for 0.03% of the portfolio, ranked #445.

Focus Partners Wealth first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $30.8M in Q1 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Focus Partners Wealth held 350,927 shares of Eversource Energy worth $24.3M as of Q1 2026.
  • Focus Partners Wealth bought 199,756 Eversource Energy shares in Q1 2026, an estimated $14.1M.
  • Eversource Energy made up 0.03% of Focus Partners Wealth's portfolio in Q1 2026, its #445 holding.
  • Focus Partners Wealth first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Eversource Energy position peaked at $30.8M in Q1 2024.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.