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McDonald Partners’s Eversource Energy ES Stock Holding History

McDonald 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 		$17.9K Buy
+248
New +$17.2K ﹤0.01% 421
2025
Q3 		– Sell
-15,507
Closed -$990K – 236
2025
Q2 		$990K Buy
15,507
+396
+3% +$24.4K 0.24% 115
2025
Q1 		$942K Buy
15,111
+744
+5% +$44.4K 0.25% 117
2024
Q4 		$825K Buy
14,367
+2,009
+16% +$125K 0.21% 126
2024
Q3 		$841K Buy
12,358
+137
+1% +$8.85K 0.21% 126
2024
Q2 		$693K Buy
12,221
+465
+4% +$27.6K 0.19% 135
2024
Q1 		$703K Buy
11,756
+950
+9% +$54.6K 0.19% 131
2023
Q4 		$667K Buy
10,806
+1,606
+17% +$92.6K 0.2% 132
2023
Q3 		$535K Buy
9,200
+245
+3% +$16.3K 0.17% 140
2023
Q2 		$635K Buy
8,955
+135
+2% +$10.1K 0.19% 137
2023
Q1 		$690K Sell
8,820
-52
-0.6% -$4.11K 0.22% 123
2022
Q4 		$744K Buy
8,872
+173
+2% +$13.7K 0.25% 113
2022
Q3 		$678K Buy
8,699
+325
+4% +$28.6K 0.26% 114
2022
Q2 		$707K Buy
8,374
+85
+1% +$7.55K 0.18% 149
2022
Q1 		$731K Buy
+8,289
New +$709K 0.16% 162
2021
Q4 		– Sell
-7,396
Closed -$605K – 598
2021
Q3 		$605K Buy
7,396
+437
+6% +$37.9K 0.14% 167
2021
Q2 		$558K Buy
6,959
+220
+3% +$18.5K 0.13% 177
2021
Q1 		$584K Sell
6,739
-915
-12% -$77.7K 0.15% 158
2020
Q4 		$662K Buy
+7,654
New +$682K 0.19% 137

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

McDonald Partners's ES Position: Q2 2026 in Review

McDonald Partners opened a new position in Eversource Energy (ES) in Q2 2026: 248 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #421 among its holdings. This is a return to the name: McDonald Partners previously reported a position in ES as recently as Q2 2025.

McDonald Partners first reported a position in ES in Q4 2020 and has held it in 19 quarters since. The position peaked at $990K in Q2 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • McDonald Partners held 248 shares of Eversource Energy worth $17.9K as of Q2 2026.
  • Eversource Energy was a new McDonald Partners position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #421 holding.
  • McDonald Partners first reported a position in Eversource Energy in Q4 2020 and has held it in 19 quarters since.
  • McDonald Partners's Eversource Energy position peaked at $990K in Q2 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.