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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parcion Private Wealth's ES Position: Q1 2026 in Review

Parcion Private Wealth increased its Eversource Energy (ES) stake by 19% in Q1 2026, buying an estimated $77.4K and bringing the position to 6,973 shares worth $483K. The position accounts for 0.03% of the portfolio, ranked #240.

Parcion Private Wealth first reported a position in ES in Q4 2019 and has held it in 19 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Parcion Private Wealth held 6,973 shares of Eversource Energy worth $483K as of Q1 2026.
Parcion Private Wealth bought 1,095 Eversource Energy shares in Q1 2026, an estimated $77.4K.
Eversource Energy made up 0.03% of Parcion Private Wealth's portfolio in Q1 2026, its #240 holding.
Parcion Private Wealth first reported a position in Eversource Energy in Q4 2019 and has held it in 19 quarters since.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Parcion Private Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.