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 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 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

Gen-Wealth Partners's ES Position: Q1 2026 in Review

Gen-Wealth Partners increased its Eversource Energy (ES) stake by 1.4% in Q1 2026, buying an estimated $5.16K and bringing the position to 5,386 shares worth $373K. The position accounts for 0.12% of the portfolio, ranked #165.

Gen-Wealth Partners first reported a position in ES in Q1 2024 and has held it in 9 quarters since. The position peaked at $529K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Gen-Wealth Partners held 5,386 shares of Eversource Energy worth $373K as of Q1 2026.
Gen-Wealth Partners bought 73 Eversource Energy shares in Q1 2026, an estimated $5.16K.
Eversource Energy made up 0.12% of Gen-Wealth Partners's portfolio in Q1 2026, its #165 holding.
Gen-Wealth Partners first reported a position in Eversource Energy in Q1 2024 and has held it in 9 quarters since.
Gen-Wealth Partners's Eversource Energy position peaked at $529K in Q3 2025.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.