Premier Path Wealth Partners
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
Q3 		$234K Sell
3,642
-2,851
-44% -$203K 0.03% 359
2026
Q2 		$469K Buy
6,493
+796
+14% +$55.1K 0.05% 275
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Premier Path Wealth Partners's ES Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Eversource Energy (ES) stake by 44% in Q3 2026, selling an estimated $203K and leaving 3,642 shares worth $234K. The position accounts for 0.03% of the portfolio, ranked #359.

Premier Path Wealth Partners first reported a position in ES in Q4 2025 and has held it in 4 quarters since. The position peaked at $469K in Q2 2026. 193 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Premier Path Wealth Partners held 3,642 shares of Eversource Energy worth $234K as of Q3 2026.
  • Premier Path Wealth Partners sold 2,851 Eversource Energy shares in Q3 2026, an estimated $203K.
  • Eversource Energy made up 0.03% of Premier Path Wealth Partners's portfolio in Q3 2026, its #359 holding.
  • Premier Path Wealth Partners first reported a position in Eversource Energy in Q4 2025 and has held it in 4 quarters since.
  • Premier Path Wealth Partners's Eversource Energy position peaked at $469K in Q2 2026.
  • 193 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.