&Partners’s Eversource Energy ES Stock Holding History

&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	$1.91M	Sell	26,385 -1,477	-5%	-$102K	0.01%	1057
2026 Q1	$1.93M	Sell	27,862 -1,110	-4%	-$78.4K	0.01%	925
2025 Q4	$1.95M	Sell	28,972 -3,450	-11%	-$242K	0.01%	876
2025 Q3	$2.31M	Sell	32,422 -4,842	-13%	-$317K	0.01%	696
2025 Q2	$2.37M	Sell	37,264 -6,456	-15%	-$398K	0.02%	601
2025 Q1	$2.67M	Sell	43,720 -87,337	-67%	-$5.21M	0.03%	444
2024 Q4	$7.53M	Buy	131,057 +60,421	+86%	+$3.77M	0.09%	217
2024 Q3	$4.83M	Buy	70,636 +33,191	+89%	+$2.14M	0.09%	206
2024 Q2	$2.13M	Buy	+37,445	New	+$2.22M	0.09%	205
2020 Q4	–	Sell	-2,732	Closed	-$228K	–	145
2020 Q3	$228K	Hold	2,732	–	–	0.23%	105
2020 Q2	$227K	Buy	+2,732	New	+$226K	0.27%	99

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

&Partners's ES Position: Q2 2026 in Review

&Partners reduced its Eversource Energy (ES) stake by 5.3% in Q2 2026, selling an estimated $102K and leaving 26,385 shares worth $1.91M. The position accounts for 0.01% of the portfolio, ranked #1057.

&Partners first reported a position in ES in Q2 2020 and has held it in 11 quarters since. The position peaked at $7.53M in Q4 2024. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

&Partners held 26,385 shares of Eversource Energy worth $1.91M as of Q2 2026.
&Partners sold 1,477 Eversource Energy shares in Q2 2026, an estimated $102K.
Eversource Energy made up 0.01% of &Partners's portfolio in Q2 2026, its #1057 holding.
&Partners first reported a position in Eversource Energy in Q2 2020 and has held it in 11 quarters since.
&Partners's Eversource Energy position peaked at $7.53M in Q4 2024.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.