AIA Group’s Eversource Energy ES Stock Holding History

AIA Group’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	$3.56M	Sell	51,384 -12,014	-19%	-$849K	0.05%	186
2025 Q4	$4.27M	Buy	63,398 +37,943	+149%	+$2.66M	0.06%	171
2025 Q3	$1.81M	Buy	25,455 +18,170	+249%	+$1.19M	0.03%	243
2025 Q2	$463K	Buy	+7,285	New	+$449K	0.01%	276
2024 Q3	–	Sell	-11,398	Closed	-$646K	–	289
2024 Q2	$646K	Buy	11,398 +344	+3%	+$20.4K	0.02%	229
2024 Q1	$661K	Buy	+11,054	New	+$636K	0.02%	234
2023 Q2	–	Sell	-5,230	Closed	-$409K	–	384
2023 Q1	$409K	Sell	5,230 -580	-10%	-$45.8K	0.02%	248
2022 Q4	$487K	Sell	5,810 -7,197	-55%	-$571K	0.03%	224
2022 Q3	$1.01M	Buy	13,007 +10,035	+338%	+$884K	0.07%	122
2022 Q2	$251K	Buy	2,972 +2,182	+276%	+$194K	0.01%	335
2022 Q1	$70K	Buy	790 +411	+108%	+$35.2K	﹤0.01%	499
2021 Q4	$34K	Buy	+379	New	+$32.6K	﹤0.01%	498

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

AIA Group's ES Position: Q1 2026 in Review

AIA Group reduced its Eversource Energy (ES) stake by 19% in Q1 2026, selling an estimated $849K and leaving 51,384 shares worth $3.56M. The position accounts for 0.05% of the portfolio, ranked #186.

AIA Group first reported a position in ES in Q4 2021 and has held it in 12 quarters since. The position peaked at $4.27M in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

AIA Group held 51,384 shares of Eversource Energy worth $3.56M as of Q1 2026.
AIA Group sold 12,014 Eversource Energy shares in Q1 2026, an estimated $849K.
Eversource Energy made up 0.05% of AIA Group's portfolio in Q1 2026, its #186 holding.
AIA Group first reported a position in Eversource Energy in Q4 2021 and has held it in 12 quarters since.
AIA Group's Eversource Energy position peaked at $4.27M in Q4 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on AIA Group's 13F filing for Q1 2026, filed 6 May 2026.