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Stratos Wealth Partners’s Eversource Energy ES Stock Holding History

Stratos 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 		$358K Buy
5,171
+699
+16% +$49.4K ﹤0.01% 1230
2025
Q4 		$301K Sell
4,472
-36
-0.8% -$2.53K ﹤0.01% 1286
2025
Q3 		$321K Sell
4,508
-67
-1% -$4.39K ﹤0.01% 1217
2025
Q2 		$291K Sell
4,575
-1,255
-22% -$77.3K ﹤0.01% 1150
2025
Q1 		$362K Sell
5,830
-1,547
-21% -$92.3K 0.01% 1010
2024
Q4 		$424K Sell
7,377
-1,527
-17% -$95.2K 0.01% 1001
2024
Q3 		$606K Sell
8,904
-1,191
-12% -$77K 0.01% 867
2024
Q2 		$572K Sell
10,095
-521
-5% -$30.9K 0.01% 857
2024
Q1 		$635K Buy
10,616
+418
+4% +$24K 0.01% 800
2023
Q4 		$629K Sell
10,198
-38
-0.4% -$2.19K 0.01% 786
2023
Q3 		$595K Buy
10,236
+984
+11% +$65.6K 0.01% 761
2023
Q2 		$656K Buy
9,252
+427
+5% +$31.8K 0.01% 670
2023
Q1 		$691K Sell
8,825
-236
-3% -$18.6K 0.02% 581
2022
Q4 		$760K Buy
9,061
+1,012
+13% +$80.3K 0.02% 587
2022
Q3 		$628K Buy
8,049
+26
+0.3% +$2.29K 0.02% 610
2022
Q2 		$678K Sell
8,023
-397
-5% -$35.3K 0.02% 618
2022
Q1 		$743K Buy
8,420
+282
+3% +$24.1K 0.02% 652
2021
Q4 		$740K Buy
8,138
+436
+6% +$37.5K 0.02% 666
2021
Q3 		$630K Buy
7,702
+127
+2% +$11K 0.02% 673
2021
Q2 		$608K Sell
7,575
-316
-4% -$26.6K 0.02% 707
2021
Q1 		$683K Buy
7,891
+322
+4% +$27.3K 0.02% 611
2020
Q4 		$655K Sell
7,569
-1,296
-15% -$115K 0.02% 588
2020
Q3 		$741K Buy
8,865
+142
+2% +$12.2K 0.02% 496
2020
Q2 		$726K Sell
8,723
-164
-2% -$13.6K 0.03% 469
2020
Q1 		$695K Sell
8,887
-276
-3% -$24.2K 0.03% 420
2019
Q4 		$780K Sell
9,163
-90
-1% -$7.48K 0.03% 461
2019
Q3 		$791K Buy
9,253
+498
+6% +$39.6K 0.03% 436
2019
Q2 		$663K Sell
8,755
-2,785
-24% -$204K 0.03% 485
2019
Q1 		$819K Buy
11,540
+1,618
+16% +$111K 0.04% 418
2018
Q4 		$645K Buy
9,922
+662
+7% +$43.1K 0.03% 439
2018
Q3 		$569K Buy
9,260
+339
+4% +$20.7K 0.03% 496
2018
Q2 		$523K Sell
8,921
-1,937
-18% -$111K 0.02% 558
2018
Q1 		$640K Buy
10,858
+171
+2% +$10.1K 0.03% 470
2017
Q4 		$675K Sell
10,687
-95
-0.9% -$6.01K 0.03% 446
2017
Q3 		$652K Buy
10,782
+792
+8% +$48.9K 0.03% 431
2017
Q2 		$606K Buy
9,990
+195
+2% +$11.8K 0.03% 404
2017
Q1 		$576K Buy
9,795
+749
+8% +$42.6K 0.03% 388
2016
Q4 		$500K Sell
9,046
-140
-2% -$7.48K 0.03% 387
2016
Q3 		$498K Sell
9,186
-95
-1% -$5.36K 0.03% 366
2016
Q2 		$556K Buy
9,281
+1,825
+24% +$103K 0.04% 314
2016
Q1 		$435K Buy
7,456
+885
+13% +$48.3K 0.04% 326
2015
Q4 		$336K Sell
6,571
-535
-8% -$27.2K 0.03% 395
2015
Q3 		$360K Buy
7,106
+626
+10% +$30.2K 0.05% 327
2015
Q2 		$294K Buy
6,480
+1,174
+22% +$56.9K 0.04% 375
2015
Q1 		$266K Sell
5,306
-2,392
-31% -$126K 0.03% 463
2014
Q4 		$412K Buy
7,698
+28
+0.4% +$1.4K 0.07% 282
2014
Q3 		$340K Buy
7,670
+611
+9% +$27.5K 0.08% 212
2014
Q2 		$333K Buy
+7,059
New +$324K 0.11% 209

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

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

Stratos Wealth Partners increased its Eversource Energy (ES) stake by 16% in Q1 2026, buying an estimated $49.4K and bringing the position to 5,171 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Stratos Wealth Partners first reported a position in ES in Q2 2014 and has held it in 48 quarters since. The position peaked at $819K in Q1 2019. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Stratos Wealth Partners held 5,171 shares of Eversource Energy worth $358K as of Q1 2026.
  • Stratos Wealth Partners bought 699 Eversource Energy shares in Q1 2026, an estimated $49.4K.
  • Eversource Energy made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1230 holding.
  • Stratos Wealth Partners first reported a position in Eversource Energy in Q2 2014 and has held it in 48 quarters since.
  • Stratos Wealth Partners's Eversource Energy position peaked at $819K in Q1 2019.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.