FourThought Financial Partners’s Eversource Energy ES Stock Holding History

FourThought Financial 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 Q1	–	Sell	-5,246	Closed	-$353K	–	430
2025 Q4	$353K	Buy	+5,246	New	+$368K	0.03%	278
2023 Q3	–	Sell	-3,181	Closed	-$226K	–	317
2023 Q2	$226K	Sell	3,181 -238	-7%	-$17.7K	0.03%	300
2023 Q1	$268K	Sell	3,419 -689	-17%	-$54.4K	0.04%	266
2022 Q4	$344K	Buy	+4,108	New	+$326K	0.05%	235

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

FourThought Financial Partners's ES Position: Q1 2026 in Review

FourThought Financial Partners sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 5,246 shares — an estimated $353K sold.

FourThought Financial Partners first reported a position in ES in Q4 2022 and held it in 4 quarters. The position peaked at $353K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

FourThought Financial Partners reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
FourThought Financial Partners sold 5,246 Eversource Energy shares in Q1 2026, an estimated $353K.
FourThought Financial Partners first reported a position in Eversource Energy in Q4 2022 and held it in 4 quarters.
FourThought Financial Partners's Eversource Energy position peaked at $353K in Q4 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.