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Aigen Investment Management’s Eversource Energy ES Stock Holding History

Aigen Investment 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
2025
Q4 		– Sell
-7,838
Closed -$558K – 704
2025
Q3 		$558K Buy
+7,838
New +$514K 0.09% 366
2025
Q2 		– Sell
-14,537
Closed -$903K – 867
2025
Q1 		$903K Sell
14,537
-23,585
-62% -$1.41M 0.14% 210
2024
Q4 		$2.19M Buy
38,122
+29,301
+332% +$1.83M 0.39% 56
2024
Q3 		$600K Sell
8,821
-263
-3% -$17K 0.12% 265
2024
Q2 		$515K Sell
9,084
-2,249
-20% -$133K 0.1% 301
2024
Q1 		$677K Buy
+11,333
New +$652K 0.15% 216
2023
Q4 		– Sell
-70,256
Closed -$4.09M – 868
2023
Q3 		$4.09M Buy
70,256
+24,044
+52% +$1.6M 0.77% 4
2023
Q2 		$3.28M Buy
+46,212
New +$3.44M 0.48% 39
2022
Q3 		– Sell
-15,257
Closed -$1.29M – 632
2022
Q2 		$1.29M Sell
15,257
-42,358
-74% -$3.76M 0.22% 137
2022
Q1 		$5.08M Buy
57,615
+35,452
+160% +$3.03M 0.88% 13
2021
Q4 		$1.95M Buy
+22,163
New +$1.91M 0.12% 222
2021
Q3 		– Sell
-51,233
Closed -$4.11M – 531
2021
Q2 		$4.11M Buy
+51,233
New +$4.31M 0.72% 32
2021
Q1 		– Sell
-6,300
Closed -$545K – 697
2020
Q4 		$545K Buy
+6,300
New +$561K 0.07% 364

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Aigen Investment Management's ES Position: Q4 2025 in Review

Aigen Investment Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 7,838 shares — an estimated $558K sold.

Aigen Investment Management first reported a position in ES in Q4 2020 and held it in 13 quarters. The position peaked at $5.08M in Q1 2022. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Aigen Investment Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Aigen Investment Management sold 7,838 Eversource Energy shares in Q4 2025, an estimated $558K.
  • Aigen Investment Management first reported a position in Eversource Energy in Q4 2020 and held it in 13 quarters.
  • Aigen Investment Management's Eversource Energy position peaked at $5.08M in Q1 2022.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Aigen Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.