Root Financial Partners
ES icon

Root Financial Partners’s Eversource Energy ES Stock Holding History

Root Financial 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 		$194K Sell
3,021
-447
-13% -$31.8K 0.01% 455
2026
Q2 		$251K Buy
3,468
+2,311
+200% +$160K 0.01% 327
2026
Q1 		$80.2K Buy
1,157
+619
+115% +$43.7K ﹤0.01% 661
2025
Q4 		$36.2K Buy
538
+179
+50% +$12.6K ﹤0.01% 851
2025
Q3 		$25.5K Buy
+359
New +$23.5K ﹤0.01% 991

Other funds holding ES

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Root Financial Partners's ES Position: Q3 2026 in Review

Root Financial Partners reduced its Eversource Energy (ES) stake by 13% in Q3 2026, selling an estimated $31.8K and leaving 3,021 shares worth $194K. The position accounts for 0.01% of the portfolio, ranked #455.

Root Financial Partners first reported a position in ES in Q3 2025 and has held it in 5 quarters since. The position peaked at $251K in Q2 2026. 948 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Root Financial Partners held 3,021 shares of Eversource Energy worth $194K as of Q3 2026.
  • Root Financial Partners sold 447 Eversource Energy shares in Q3 2026, an estimated $31.8K.
  • Eversource Energy made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #455 holding.
  • Root Financial Partners first reported a position in Eversource Energy in Q3 2025 and has held it in 5 quarters since.
  • Root Financial Partners's Eversource Energy position peaked at $251K in Q2 2026.
  • 948 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.