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ORG Partners’s Eversource Energy ES Stock Holding History

ORG 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
2025
Q4 		$209K Buy
3,109
+87
+3% +$6.11K 0.04% 328
2025
Q3 		$215K Buy
3,022
+1,425
+89% +$93.4K 0.04% 333
2025
Q2 		$190K Buy
1,597
+285
+22% +$17.6K 0.04% 330
2025
Q1 		$0 Buy
+1,312
New +$78.3K ﹤0.01% 1464
2024
Q3 		– Sell
-1,473
Closed -$83.3K – 1233
2024
Q2 		$83.3K Buy
+1,473
New +$87.3K 0.01% 650
2024
Q1 		– Sell
-1,547
Closed -$95.5K – 703
2023
Q4 		$95.5K Buy
1,547
+54
+4% +$3.11K 0.02% 409
2023
Q3 		$86.8K Sell
1,493
-74
-5% -$4.93K 0.03% 428
2023
Q2 		$111K Buy
+1,567
New +$117K 0.02% 486

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

ORG Partners's ES Position: Q4 2025 in Review

ORG Partners increased its Eversource Energy (ES) stake by 2.9% in Q4 2025, buying an estimated $6.11K and bringing the position to 3,109 shares worth $209K. The position accounts for 0.04% of the portfolio, ranked #328.

ORG Partners first reported a position in ES in Q2 2023 and has held it in 8 quarters since. The position peaked at $215K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • ORG Partners held 3,109 shares of Eversource Energy worth $209K as of Q4 2025.
  • ORG Partners bought 87 Eversource Energy shares in Q4 2025, an estimated $6.11K.
  • Eversource Energy made up 0.04% of ORG Partners's portfolio in Q4 2025, its #328 holding.
  • ORG Partners first reported a position in Eversource Energy in Q2 2023 and has held it in 8 quarters since.
  • ORG Partners's Eversource Energy position peaked at $215K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.