Alpha Family Trust’s Eversource Energy ES Stock Holding History

Alpha Family Trust’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	$393K	Hold	5,440	–	–	0.16%	103
2026 Q1	$377K	Hold	5,440	–	–	0.18%	99
2025 Q4	$366K	Hold	5,440	–	–	0.17%	105
2025 Q3	$387K	Hold	5,440	–	–	0.18%	100
2025 Q2	$346K	Hold	5,440	–	–	0.17%	112
2025 Q1	$338K	Hold	5,440	–	–	0.2%	102
2024 Q4	$312K	Hold	5,440	–	–	0.18%	100
2024 Q3	$370K	Hold	5,440	–	–	0.21%	87
2024 Q2	$309K	Hold	5,440	–	–	0.18%	96
2024 Q1	$325K	Buy	+5,440	New	+$313K	0.2%	91
2023 Q1	–	Sell	-2,410	Closed	-$202K	–	127
2022 Q4	$202K	Buy	+2,410	New	+$191K	0.18%	115

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

Alpha Family Trust's ES Position: Q2 2026 in Review

Alpha Family Trust held its Eversource Energy (ES) position steady in Q2 2026 at 5,440 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #103.

Alpha Family Trust first reported a position in ES in Q4 2022 and has held it in 11 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Alpha Family Trust held 5,440 shares of Eversource Energy worth $393K as of Q2 2026.
Alpha Family Trust left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.16% of Alpha Family Trust's portfolio in Q2 2026, its #103 holding.
Alpha Family Trust first reported a position in Eversource Energy in Q4 2022 and has held it in 11 quarters since.
1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.