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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
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 $6.73T 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

Root Financial Partners's ES Position: Q2 2026 in Review

Root Financial Partners increased its Eversource Energy (ES) stake by 200% in Q2 2026, buying an estimated $160K and bringing the position to 3,468 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #327.

Root Financial Partners first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Root Financial Partners held 3,468 shares of Eversource Energy worth $251K as of Q2 2026.
  • Root Financial Partners bought 2,311 Eversource Energy shares in Q2 2026, an estimated $160K.
  • Eversource Energy made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #327 holding.
  • Root Financial Partners first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.