Act Two Investors’s Eversource Energy ES Stock Holding History

Act Two Investors’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	$28.4M	Sell	409,326 -15,778	-4%	-$1.12M	6.26%	6
2025 Q4	$28.6M	Buy	425,104 +5,052	+1%	+$355K	5.15%	8
2025 Q3	$29.9M	Sell	420,052 -16,960	-4%	-$1.11M	5.3%	7
2025 Q2	$27.8M	Buy	437,012 +129,883	+42%	+$8M	5.68%	6
2025 Q1	$19.1M	Buy	+307,129	New	+$18.3M	4.04%	11

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Act Two Investors's ES Position: Q1 2026 in Review

Act Two Investors reduced its Eversource Energy (ES) stake by 3.7% in Q1 2026, selling an estimated $1.12M and leaving 409,326 shares worth $28.4M. The position accounts for 6.26% of the portfolio, ranked #6.

Act Two Investors first reported a position in ES in Q1 2025 and has held it in 5 quarters since. The position peaked at $29.9M in Q3 2025. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Act Two Investors held 409,326 shares of Eversource Energy worth $28.4M as of Q1 2026.
Act Two Investors sold 15,778 Eversource Energy shares in Q1 2026, an estimated $1.12M.
Eversource Energy made up 6.26% of Act Two Investors's portfolio in Q1 2026, its #6 holding.
Act Two Investors first reported a position in Eversource Energy in Q1 2025 and has held it in 5 quarters since.
Act Two Investors's Eversource Energy position peaked at $29.9M in Q3 2025.
1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Act Two Investors's 13F filing for Q1 2026, filed 8 May 2026.