Focus Partners Wealth
ES icon

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
Q2 		$16.7M Sell
231,611
-119,316
-34% -$8.26M 0.02% 549
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 $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

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

Focus Partners Wealth reduced its Eversource Energy (ES) stake by 34% in Q2 2026, selling an estimated $8.26M and leaving 231,611 shares worth $16.7M. The position accounts for 0.02% of the portfolio, ranked #549.

Focus Partners Wealth first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.8M in Q1 2024. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Focus Partners Wealth held 231,611 shares of Eversource Energy worth $16.7M as of Q2 2026.
  • Focus Partners Wealth sold 119,316 Eversource Energy shares in Q2 2026, an estimated $8.26M.
  • Eversource Energy made up 0.02% of Focus Partners Wealth's portfolio in Q2 2026, its #549 holding.
  • Focus Partners Wealth first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Eversource Energy position peaked at $30.8M in Q1 2024.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.