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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
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 		$1.39K 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 $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

Principle Wealth Partners's ES Position: Q1 2026 in Review

Principle Wealth Partners increased its Eversource Energy (ES) stake by 3.6% in Q1 2026, buying an estimated $44.7K and bringing the position to 18,216 shares worth $1.26M. The position accounts for 0.07% of the portfolio, ranked #156.

Principle Wealth Partners first reported a position in ES in Q3 2019 and has held it in 26 quarters since. The position peaked at $1.55M in Q4 2021. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Principle Wealth Partners held 18,216 shares of Eversource Energy worth $1.26M as of Q1 2026.
  • Principle Wealth Partners bought 632 Eversource Energy shares in Q1 2026, an estimated $44.7K.
  • Eversource Energy made up 0.07% of Principle Wealth Partners's portfolio in Q1 2026, its #156 holding.
  • Principle Wealth Partners first reported a position in Eversource Energy in Q3 2019 and has held it in 26 quarters since.
  • Principle Wealth Partners's Eversource Energy position peaked at $1.55M in Q4 2021.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.