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 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 $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

Alpha Family Trust's ES Position: Q1 2026 in Review

Alpha Family Trust held its Eversource Energy (ES) position steady in Q1 2026 at 5,440 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #99.

Alpha Family Trust first reported a position in ES in Q4 2022 and has held it in 10 quarters since. The position peaked at $387K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Alpha Family Trust held 5,440 shares of Eversource Energy worth $377K as of Q1 2026.
Alpha Family Trust left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.18% of Alpha Family Trust's portfolio in Q1 2026, its #99 holding.
Alpha Family Trust first reported a position in Eversource Energy in Q4 2022 and has held it in 10 quarters since.
Alpha Family Trust's Eversource Energy position peaked at $387K in Q3 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.