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Strategic Wealth Partners’s Eversource Energy ES Stock Holding History

Strategic 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 		$7.95K Sell
110
-6
-5% -$416 ﹤0.01% 970
2026
Q1 		$8.03K Buy
116
+6
+5% +$424 ﹤0.01% 945
2025
Q4 		$7.41K Hold
110
– – ﹤0.01% 962
2025
Q3 		$7.83K Hold
110
– – ﹤0.01% 946
2025
Q2 		$7K Buy
+110
New +$6.78K ﹤0.01% 849

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

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

Strategic Wealth Partners reduced its Eversource Energy (ES) stake by 5.2% in Q2 2026, selling an estimated $416 and leaving 110 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Strategic Wealth Partners first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.03K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Strategic Wealth Partners held 110 shares of Eversource Energy worth $7.95K as of Q2 2026.
  • Strategic Wealth Partners sold 6 Eversource Energy shares in Q2 2026, an estimated $416.
  • Eversource Energy made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #970 holding.
  • Strategic Wealth Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • Strategic Wealth Partners's Eversource Energy position peaked at $8.03K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.