Thrive Wealth Management’s Eversource Energy ES Stock Holding History

Thrive Wealth Management’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	$236K	Buy	3,680 +37	+1%	+$2.63K	0.03%	230
2026 Q2	$263K	Sell	3,643 -512	-12%	-$35.5K	0.03%	211
2026 Q1	$288K	Sell	4,155 -1,288	-24%	-$91K	0.04%	182
2025 Q4	$366K	Sell	5,443 -8	-0.1%	-$562	0.05%	157
2025 Q3	$388K	Buy	5,451 +6	+0.1%	+$393	0.06%	150
2025 Q2	$346K	Buy	5,445 +189	+4%	+$11.6K	0.06%	162
2025 Q1	$326K	Buy	+5,256	New	+$314K	0.06%	150
2024 Q4	–	Sell	-3,044	Closed	-$207K	–	206
2024 Q3	$207K	Buy	+3,044	New	+$197K	0.04%	209

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Thrive Wealth Management's ES Position: Q3 2026 in Review

Thrive Wealth Management increased its Eversource Energy (ES) stake by 1% in Q3 2026, buying an estimated $2.63K and bringing the position to 3,680 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #230.

Thrive Wealth Management first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $388K in Q3 2025. 193 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Thrive Wealth Management held 3,680 shares of Eversource Energy worth $236K as of Q3 2026.
Thrive Wealth Management bought 37 Eversource Energy shares in Q3 2026, an estimated $2.63K.
Eversource Energy made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #230 holding.
Thrive Wealth Management first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
Thrive Wealth Management's Eversource Energy position peaked at $388K in Q3 2025.
193 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.