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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
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 $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

Root Financial Partners's ES Position: Q1 2026 in Review

Root Financial Partners increased its Eversource Energy (ES) stake by 115% in Q1 2026, buying an estimated $43.7K and bringing the position to 1,157 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Root Financial Partners first reported a position in ES in Q3 2025 and has held it in 3 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Root Financial Partners held 1,157 shares of Eversource Energy worth $80.2K as of Q1 2026.
  • Root Financial Partners bought 619 Eversource Energy shares in Q1 2026, an estimated $43.7K.
  • Eversource Energy made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #661 holding.
  • Root Financial Partners first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.