Parcion Private Wealth’s Eversource Energy ES Stock Holding History

Parcion Private 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 Q2	$1.3M	Buy	17,969 +10,996	+158%	+$761K	0.07%	152
2026 Q1	$483K	Buy	6,973 +1,095	+19%	+$77.4K	0.03%	240
2025 Q4	$396K	Sell	5,878 -535	-8%	-$37.6K	0.02%	273
2025 Q3	$456K	Buy	+6,413	New	+$420K	0.03%	206
2024 Q4	–	Sell	-3,090	Closed	-$210K	–	246
2024 Q3	$210K	Buy	+3,090	New	+$200K	0.02%	230
2023 Q3	–	Sell	-3,090	Closed	-$219K	–	190
2023 Q2	$219K	Hold	3,090	–	–	0.02%	172
2023 Q1	$242K	Hold	3,090	–	–	0.03%	174
2022 Q4	$259K	Hold	3,090	–	–	0.03%	174
2022 Q3	$241K	Hold	3,090	–	–	0.03%	183
2022 Q2	$260K	Buy	3,090 +126	+4%	+$11.2K	0.03%	194
2022 Q1	$272K	Sell	2,964 -126	-4%	-$10.8K	0.03%	172
2021 Q4	$270K	Hold	3,090	–	–	0.02%	169
2021 Q3	$266K	Buy	3,090 +126	+4%	+$10.9K	0.02%	176
2021 Q2	$238K	Hold	2,964	–	–	0.02%	178
2021 Q1	$257K	Hold	2,964	–	–	0.03%	177
2020 Q4	$256K	Hold	2,964	–	–	0.03%	167
2020 Q3	$258K	Hold	2,964	–	–	0.04%	158
2020 Q2	$249K	Hold	2,964	–	–	0.04%	165
2020 Q1	$232K	Buy	2,964 +126	+4%	+$11.1K	0.06%	156
2019 Q4	$241K	Buy	+2,838	New	+$236K	0.05%	186

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

Parcion Private Wealth's ES Position: Q2 2026 in Review

Parcion Private Wealth increased its Eversource Energy (ES) stake by 158% in Q2 2026, buying an estimated $761K and bringing the position to 17,969 shares worth $1.3M. The position accounts for 0.07% of the portfolio, ranked #152.

Parcion Private Wealth first reported a position in ES in Q4 2019 and has held it in 20 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Parcion Private Wealth held 17,969 shares of Eversource Energy worth $1.3M as of Q2 2026.
Parcion Private Wealth bought 10,996 Eversource Energy shares in Q2 2026, an estimated $761K.
Eversource Energy made up 0.07% of Parcion Private Wealth's portfolio in Q2 2026, its #152 holding.
Parcion Private Wealth first reported a position in Eversource Energy in Q4 2019 and has held it in 20 quarters since.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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