GWP
ES icon

Gen-Wealth Partners’s Eversource Energy ES Stock Holding History

Gen-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 		$356K Sell
4,922
-464
-9% -$32.1K 0.1% 176
2026
Q1 		$373K Buy
5,386
+73
+1% +$5.16K 0.12% 165
2025
Q4 		$358K Sell
5,313
-2,120
-29% -$149K 0.11% 188
2025
Q3 		$529K Sell
7,433
-574
-7% -$37.6K 0.18% 132
2025
Q2 		$509K Buy
8,007
+15
+0.2% +$924 0.2% 135
2025
Q1 		$496K Buy
7,992
+7,920
+11,000% +$473K 0.21% 134
2024
Q4 		$4.13K Sell
72
-119
-62% -$7.42K ﹤0.01% 543
2024
Q3 		$12.5K Sell
191
-96
-33% -$6.2K 0.01% 473
2024
Q2 		$16.3K Hold
287
– – 0.01% 439
2024
Q1 		$17.2K Buy
+287
New +$16.5K 0.01% 429

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

Gen-Wealth Partners's ES Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Eversource Energy (ES) stake by 8.6% in Q2 2026, selling an estimated $32.1K and leaving 4,922 shares worth $356K. The position accounts for 0.1% of the portfolio, ranked #176.

Gen-Wealth Partners first reported a position in ES in Q1 2024 and has held it in 10 quarters since. The position peaked at $529K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Gen-Wealth Partners held 4,922 shares of Eversource Energy worth $356K as of Q2 2026.
  • Gen-Wealth Partners sold 464 Eversource Energy shares in Q2 2026, an estimated $32.1K.
  • Eversource Energy made up 0.1% of Gen-Wealth Partners's portfolio in Q2 2026, its #176 holding.
  • Gen-Wealth Partners first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Eversource Energy position peaked at $529K in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.