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Principle Wealth Partners’s Eversource Energy ES Stock Holding History

Principle 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
Q2 		$886K Sell
12,256
-5,960
-33% -$413K 0.04% 197
2026
Q1 		$1.26M Buy
18,216
+632
+4% +$44.7K 0.07% 156
2025
Q4 		$1.18M Sell
17,584
-139
-0.8% -$9.76K 0.07% 160
2025
Q3 		$1.26M Sell
17,723
-75
-0.4% -$4.92K 0.07% 149
2025
Q2 		$1.13M Buy
17,798
+80
+0.5% +$4.93K 0.07% 148
2025
Q1 		$1.1M Buy
17,718
+4
+0% +$239 0.08% 150
2024
Q4 		$1.02M Buy
17,714
+3
+0% +$187 0.07% 153
2024
Q3 		$1.21M Sell
17,711
-76
-0.4% -$4.91K 0.09% 144
2024
Q2 		$1.01M Sell
17,787
-684
-4% -$40.6K 0.08% 157
2024
Q1 		$1.1M Sell
18,471
-109
-0.6% -$6.27K 0.09% 153
2023
Q4 		$1.15M Sell
18,580
-66
-0.4% -$3.81K 0.1% 143
2023
Q3 		$1.08M Buy
18,646
+3
+0% +$200 0.11% 141
2023
Q2 		$1.32M Buy
18,643
+309
+2% +$23K 0.13% 124
2023
Q1 		$1.43M Sell
18,334
-134
-0.7% -$10.6K 0.15% 116
2022
Q4 		$1.55M Buy
18,468
+696
+4% +$55.2K 0.18% 106
2022
Q3 		$1.39M Buy
17,772
+242
+1% +$21.3K 0.13% 100
2022
Q2 		$1.48M Buy
17,530
+448
+3% +$39.8K 0.18% 103
2022
Q1 		$1.51M Hold
17,082
– – 0.16% 108
2021
Q4 		$1.55M Hold
17,082
– – 0.16% 103
2021
Q3 		$1.4M Sell
17,082
-640
-4% -$55.6K 0.16% 109
2021
Q2 		$1.42M Sell
17,722
-34
-0.2% -$2.86K 0.16% 109
2021
Q1 		$1.54M Sell
17,756
-167
-0.9% -$14.2K 0.18% 102
2020
Q4 		$1.55M Buy
+17,923
New +$1.6M 0.2% 93
2020
Q3 		– Sell
-3,701
Closed -$308K – 244
2020
Q2 		$308K Buy
3,701
+13
+0.4% +$1.08K 0.09% 114
2020
Q1 		$288K Buy
3,688
+14
+0.4% +$1.23K 0.11% 112
2019
Q4 		$313K Buy
3,674
+12
+0.3% +$998 0.1% 123
2019
Q3 		$313K Buy
+3,662
New +$291K 0.11% 121

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Principle Wealth Partners's ES Position: Q2 2026 in Review

Principle Wealth Partners reduced its Eversource Energy (ES) stake by 33% in Q2 2026, selling an estimated $413K and leaving 12,256 shares worth $886K. The position accounts for 0.04% of the portfolio, ranked #197.

Principle Wealth Partners first reported a position in ES in Q3 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q4 2021. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Principle Wealth Partners held 12,256 shares of Eversource Energy worth $886K as of Q2 2026.
  • Principle Wealth Partners sold 5,960 Eversource Energy shares in Q2 2026, an estimated $413K.
  • Eversource Energy made up 0.04% of Principle Wealth Partners's portfolio in Q2 2026, its #197 holding.
  • Principle Wealth Partners first reported a position in Eversource Energy in Q3 2019 and has held it in 27 quarters since.
  • Principle Wealth Partners's Eversource Energy position peaked at $1.55M in Q4 2021.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.