ORG Wealth Partners’s Eversource Energy ES Stock Holding History

ORG 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 Q2	$679K	Buy	9,397 +99	+1%	+$6.86K	0.1%	118
2026 Q1	$644K	Sell	9,298 -578	-6%	-$40.8K	0.13%	106
2025 Q4	$665K	Sell	9,876 -533	-5%	-$37.4K	0.16%	97
2025 Q3	$740K	Buy	10,409 +2,864	+38%	+$188K	0.16%	90
2025 Q2	$487K	Buy	7,545 +5,167	+217%	+$318K	0.12%	117
2025 Q1	$148K	Buy	2,378 +950	+67%	+$56.7K	0.05%	214
2024 Q4	$82K	Sell	1,428 -45	-3%	-$2.81K	0.03%	197
2024 Q3	$100K	Buy	+1,473	New	+$95.2K	0.03%	184

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Wealth Partners's ES Position: Q2 2026 in Review

ORG Wealth Partners increased its Eversource Energy (ES) stake by 1.1% in Q2 2026, buying an estimated $6.86K and bringing the position to 9,397 shares worth $679K. The position accounts for 0.1% of the portfolio, ranked #118.

ORG Wealth Partners first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $740K in Q3 2025. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

ORG Wealth Partners held 9,397 shares of Eversource Energy worth $679K as of Q2 2026.
ORG Wealth Partners bought 99 Eversource Energy shares in Q2 2026, an estimated $6.86K.
Eversource Energy made up 0.1% of ORG Wealth Partners's portfolio in Q2 2026, its #118 holding.
ORG Wealth Partners first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Eversource Energy position peaked at $740K in Q3 2025.
1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.