Alethea Capital Management’s Eversource Energy ES Stock Holding History

Alethea Capital 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	$933K	Buy	+12,915	New	+$894K	0.39%	16
2021 Q1	–	Sell	-3,464	Closed	-$300K	–	88
2020 Q4	$300K	Buy	+3,464	New	+$308K	0.15%	60
2020 Q3	–	Sell	-14,484	Closed	-$1.21M	–	79
2020 Q2	$1.21M	Sell	14,484 -728	-5%	-$60.3K	0.71%	9
2020 Q1	$1.19M	Buy	+15,212	New	+$1.33M	0.77%	10
2017 Q4	–	Sell	-19,040	Closed	-$1.15M	–	88
2017 Q3	$1.15M	Buy	+19,040	New	+$1.17M	1.35%	25

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Alethea Capital Management's ES Position: Q2 2026 in Review

Alethea Capital Management opened a new position in Eversource Energy (ES) in Q2 2026: 12,915 shares worth $933K. The stake represents 0.39% of the portfolio and ranks #16 among its holdings. This is a return to the name: Alethea Capital Management previously reported a position in ES as recently as Q4 2020.

Alethea Capital Management first reported a position in ES in Q3 2017 and has held it in 5 quarters since. The position peaked at $1.21M in Q2 2020. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Alethea Capital Management held 12,915 shares of Eversource Energy worth $933K as of Q2 2026.
Eversource Energy was a new Alethea Capital Management position in Q2 2026.
Eversource Energy made up 0.39% of Alethea Capital Management's portfolio in Q2 2026, its #16 holding.
Alethea Capital Management first reported a position in Eversource Energy in Q3 2017 and has held it in 5 quarters since.
Alethea Capital Management's Eversource Energy position peaked at $1.21M in Q2 2020.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Alethea Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.