PPWP
ES icon

Premier Path Wealth Partners’s Eversource Energy ES Stock Holding History

Premier Path 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
Q1 		$395K Buy
5,697
+2,202
+63% +$156K 0.05% 308
2025
Q4 		$235K Buy
+3,495
New +$245K 0.03% 366

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

Premier Path Wealth Partners's ES Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Eversource Energy (ES) stake by 63% in Q1 2026, buying an estimated $156K and bringing the position to 5,697 shares worth $395K. The position accounts for 0.05% of the portfolio, ranked #308.

Premier Path Wealth Partners first reported a position in ES in Q4 2025 and has held it in 2 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Premier Path Wealth Partners held 5,697 shares of Eversource Energy worth $395K as of Q1 2026.
  • Premier Path Wealth Partners bought 2,202 Eversource Energy shares in Q1 2026, an estimated $156K.
  • Eversource Energy made up 0.05% of Premier Path Wealth Partners's portfolio in Q1 2026, its #308 holding.
  • Premier Path Wealth Partners first reported a position in Eversource Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.