Annis Gardner Whiting Capital Advisors’s Eversource Energy ES Stock Holding History

Annis Gardner Whiting Capital 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	$12.5K	Sell	181 -2	-1%	-$141	﹤0.01%	833
2025 Q4	$12.3K	Buy	183 +31	+20%	+$2.18K	﹤0.01%	734
2025 Q3	$10.8K	Sell	152 -37	-20%	-$2.43K	﹤0.01%	698
2025 Q2	$12K	Buy	189 +40	+27%	+$2.46K	﹤0.01%	670
2025 Q1	$9.26K	Hold	149	–	–	﹤0.01%	551
2024 Q4	$8.56K	Buy	149 +59	+66%	+$3.68K	﹤0.01%	552
2024 Q3	$6.13K	Hold	90	–	–	﹤0.01%	615
2024 Q2	$5.1K	Buy	90 +25	+38%	+$1.48K	﹤0.01%	773
2024 Q1	$3.89K	Sell	65 -245	-79%	-$14.1K	﹤0.01%	788
2023 Q4	$19.1K	Hold	310	–	–	0.01%	411
2023 Q3	$18K	Buy	+310	New	+$20.7K	0.01%	400

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

Annis Gardner Whiting Capital Advisors's ES Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its Eversource Energy (ES) stake by 1.1% in Q1 2026, selling an estimated $141 and leaving 181 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

Annis Gardner Whiting Capital Advisors first reported a position in ES in Q3 2023 and has held it in 11 quarters since. The position peaked at $19.1K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Annis Gardner Whiting Capital Advisors held 181 shares of Eversource Energy worth $12.5K as of Q1 2026.
Annis Gardner Whiting Capital Advisors sold 2 Eversource Energy shares in Q1 2026, an estimated $141.
Eversource Energy made up ﹤0.01% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #833 holding.
Annis Gardner Whiting Capital Advisors first reported a position in Eversource Energy in Q3 2023 and has held it in 11 quarters since.
Annis Gardner Whiting Capital Advisors's Eversource Energy position peaked at $19.1K in Q4 2023.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.