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Ancora Advisors’s Eversource Energy ES Stock Holding History

Ancora Advisors’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 		$211K Sell
3,039
-218
-7% -$15.4K ﹤0.01% 707
2025
Q4 		$219K Buy
3,257
+963
+42% +$67.6K ﹤0.01% 720
2025
Q3 		$163K Buy
2,294
+1,775
+342% +$116K ﹤0.01% 762
2025
Q2 		$33K Buy
519
+482
+1,303% +$29.7K ﹤0.01% 1109
2025
Q1 		$2.3K Buy
37
+6
+19% +$358 ﹤0.01% 1510
2024
Q4 		$1.78K Hold
31
– – ﹤0.01% 1577
2024
Q3 		$2.11K Hold
31
– – ﹤0.01% 1544
2024
Q2 		$1.76K Hold
31
– – ﹤0.01% 1586
2024
Q1 		$1.85K Hold
31
– – ﹤0.01% 1559
2023
Q4 		$1.91K Sell
31
-187
-86% -$10.8K ﹤0.01% 1485
2023
Q3 		$12.7K Buy
218
+187
+603% +$12.5K ﹤0.01% 1244
2023
Q2 		$2.2K Hold
31
– – ﹤0.01% 1470
2023
Q1 		$2.43K Hold
31
– – ﹤0.01% 1502
2022
Q4 		$3K Hold
31
– – ﹤0.01% 1538
2022
Q3 		$2K Hold
31
– – ﹤0.01% 1783
2022
Q2 		$3K Sell
31
-136
-81% -$12.1K ﹤0.01% 1856
2022
Q1 		$15K Hold
167
– – ﹤0.01% 1624
2021
Q4 		$15K Hold
167
– – ﹤0.01% 1663
2021
Q3 		$14K Hold
167
– – ﹤0.01% 1579
2021
Q2 		$13K Buy
167
+31
+23% +$2.61K ﹤0.01% 1467
2021
Q1 		$12K Sell
136
-189
-58% -$16K ﹤0.01% 1410
2020
Q4 		$28K Buy
325
+15
+5% +$1.34K ﹤0.01% 1002
2020
Q3 		$26K Buy
310
+142
+85% +$12.2K ﹤0.01% 972
2020
Q2 		$14K Hold
168
– – ﹤0.01% 1047
2020
Q1 		$13K Hold
168
– – ﹤0.01% 1128
2019
Q4 		$14K Buy
+168
New +$14K ﹤0.01% 1122
2018
Q4 		– Sell
-168
Closed -$10K – 780
2018
Q3 		$10K Buy
+168
New +$10.3K ﹤0.01% 1196

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ancora Advisors's ES Position: Q1 2026 in Review

Ancora Advisors reduced its Eversource Energy (ES) stake by 6.7% in Q1 2026, selling an estimated $15.4K and leaving 3,039 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Ancora Advisors first reported a position in ES in Q3 2018 and has held it in 27 quarters since. The position peaked at $219K in Q4 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Ancora Advisors held 3,039 shares of Eversource Energy worth $211K as of Q1 2026.
  • Ancora Advisors sold 218 Eversource Energy shares in Q1 2026, an estimated $15.4K.
  • Eversource Energy made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #707 holding.
  • Ancora Advisors first reported a position in Eversource Energy in Q3 2018 and has held it in 27 quarters since.
  • Ancora Advisors's Eversource Energy position peaked at $219K in Q4 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.