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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Thrive Wealth Management's ES Position: Q2 2026 in Review

Thrive Wealth Management reduced its Eversource Energy (ES) stake by 12% in Q2 2026, selling an estimated $35.5K and leaving 3,643 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #211.

Thrive Wealth Management first reported a position in ES in Q3 2024 and has held it in 7 quarters since. The position peaked at $388K in Q3 2025. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Thrive Wealth Management held 3,643 shares of Eversource Energy worth $263K as of Q2 2026.
Thrive Wealth Management sold 512 Eversource Energy shares in Q2 2026, an estimated $35.5K.
Eversource Energy made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #211 holding.
Thrive Wealth Management first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
Thrive Wealth Management's Eversource Energy position peaked at $388K in Q3 2025.
163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.