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Patrick M. Sweeney & Associates’s Eversource Energy ES Stock Holding History

Patrick M. Sweeney & Associates’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 		$323K Buy
4,663
+78
+2% +$5.51K 0.21% 120
2025
Q4 		$309K Buy
4,585
+322
+8% +$22.6K 0.19% 121
2025
Q3 		$303K Buy
4,263
+197
+5% +$12.9K 0.2% 120
2025
Q2 		$262K Buy
4,066
+212
+6% +$13.1K 0.18% 134
2025
Q1 		$239K Buy
+3,854
New +$230K 0.18% 135
2024
Q4 		– Sell
-3,174
Closed -$216K – 149
2024
Q3 		$216K Buy
+3,174
New +$205K 0.16% 141

Other funds holding ES

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Patrick M. Sweeney & Associates's ES Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Eversource Energy (ES) stake by 1.7% in Q1 2026, buying an estimated $5.51K and bringing the position to 4,663 shares worth $323K. The position accounts for 0.21% of the portfolio, ranked #120.

Patrick M. Sweeney & Associates first reported a position in ES in Q3 2024 and has held it in 6 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Patrick M. Sweeney & Associates held 4,663 shares of Eversource Energy worth $323K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 78 Eversource Energy shares in Q1 2026, an estimated $5.51K.
  • Eversource Energy made up 0.21% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #120 holding.
  • Patrick M. Sweeney & Associates first reported a position in Eversource Energy in Q3 2024 and has held it in 6 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.