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Impact Partnership Wealth’s Eversource Energy ES Stock Holding History

Impact Partnership 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 		– Sell
-5,880
Closed -$396K – 390
2025
Q4 		$396K Buy
+5,880
New +$413K 0.05% 236
2024
Q2 		– Sell
-59
Closed -$3.53K – 354
2024
Q1 		$3.53K Sell
59
-900
-94% -$51.7K ﹤0.01% 531
2023
Q4 		$59.2K Buy
959
+900
+1,525% +$51.9K 0.02% 303
2023
Q3 		$3.43K Hold
59
– – ﹤0.01% 746
2023
Q2 		$4.18K Buy
+59
New +$4.39K ﹤0.01% 531

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

Impact Partnership Wealth's ES Position: Q1 2026 in Review

Impact Partnership Wealth sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 5,880 shares — an estimated $396K sold.

Impact Partnership Wealth first reported a position in ES in Q2 2023 and held it in 5 quarters. The position peaked at $396K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Impact Partnership Wealth reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 5,880 Eversource Energy shares in Q1 2026, an estimated $396K.
  • Impact Partnership Wealth first reported a position in Eversource Energy in Q2 2023 and held it in 5 quarters.
  • Impact Partnership Wealth's Eversource Energy position peaked at $396K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.