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NorthRock Partners’s Eversource Energy ES Stock Holding History

NorthRock 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 		$384K Buy
5,546
+1,227
+28% +$86.7K 0.01% 463
2025
Q4 		$291K Sell
4,319
-7,242
-63% -$508K ﹤0.01% 485
2025
Q3 		$822K Buy
11,561
+2,406
+26% +$158K 0.01% 388
2025
Q2 		$582K Buy
9,155
+872
+11% +$53.7K 0.02% 366
2025
Q1 		$514K Buy
8,283
+105
+1% +$6.26K 0.02% 343
2024
Q4 		$470K Sell
8,178
-1,723
-17% -$107K 0.02% 372
2024
Q3 		$674K Sell
9,901
-925
-9% -$59.8K 0.02% 294
2024
Q2 		$614K Sell
10,826
-1,199
-10% -$71.1K 0.02% 295
2024
Q1 		$725K Buy
12,025
+2,874
+31% +$165K 0.03% 261
2023
Q4 		$565K Buy
9,151
+5,135
+128% +$296K 0.02% 290
2023
Q3 		$234K Buy
4,016
+291
+8% +$19.4K 0.02% 292
2023
Q2 		$264K Buy
3,725
+42
+1% +$3.13K 0.03% 237
2023
Q1 		$288K Buy
3,683
+660
+22% +$52.1K 0.03% 226
2022
Q4 		$253K Sell
3,023
-196
-6% -$15.5K 0.03% 282
2022
Q3 		$251K Sell
3,219
-1,428
-31% -$126K 0.03% 241
2022
Q2 		$393K Sell
4,647
-117
-2% -$10.4K 0.04% 183
2022
Q1 		$420K Sell
4,764
-14
-0.3% -$1.2K 0.04% 196
2021
Q4 		$435K Buy
4,778
+411
+9% +$35.4K 0.03% 193
2021
Q3 		$357K Buy
4,367
+434
+11% +$37.7K 0.03% 194
2021
Q2 		$316K Buy
3,933
+368
+10% +$31K 0.03% 189
2021
Q1 		$309K Buy
3,565
+35
+1% +$2.97K 0.03% 172
2020
Q4 		$305K Buy
3,530
+1
+0% +$89 0.03% 172
2020
Q3 		$295K Buy
+3,529
New +$302K 0.03% 164

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

NorthRock Partners's ES Position: Q1 2026 in Review

NorthRock Partners increased its Eversource Energy (ES) stake by 28% in Q1 2026, buying an estimated $86.7K and bringing the position to 5,546 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #463.

NorthRock Partners first reported a position in ES in Q3 2020 and has held it in 23 quarters since. The position peaked at $822K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • NorthRock Partners held 5,546 shares of Eversource Energy worth $384K as of Q1 2026.
  • NorthRock Partners bought 1,227 Eversource Energy shares in Q1 2026, an estimated $86.7K.
  • Eversource Energy made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #463 holding.
  • NorthRock Partners first reported a position in Eversource Energy in Q3 2020 and has held it in 23 quarters since.
  • NorthRock Partners's Eversource Energy position peaked at $822K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.