Baker Avenue Asset Management’s Eversource Energy ES Stock Holding History

Baker Avenue Asset 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 Q1	$641K	Buy	9,250 +4,258	+85%	+$301K	0.01%	365
2025 Q4	$336K	Buy	4,992 +1,129	+29%	+$79.3K	0.01%	475
2025 Q3	$275K	Buy	+3,863	New	+$253K	0.01%	500
2023 Q4	–	Sell	-90	Closed	-$5.23K	–	704
2023 Q3	$5.23K	Buy	90 +47	+109%	+$3.13K	﹤0.01%	931
2023 Q2	$3.05K	Sell	43 -12	-22%	-$894	﹤0.01%	911
2023 Q1	$4.3K	Sell	55 -87	-61%	-$6.87K	﹤0.01%	887
2022 Q4	$11.9K	Buy	+142	New	+$11.3K	﹤0.01%	689

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

Baker Avenue Asset Management's ES Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Eversource Energy (ES) stake by 85% in Q1 2026, buying an estimated $301K and bringing the position to 9,250 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #365.

Baker Avenue Asset Management first reported a position in ES in Q4 2022 and has held it in 7 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Baker Avenue Asset Management held 9,250 shares of Eversource Energy worth $641K as of Q1 2026.
Baker Avenue Asset Management bought 4,258 Eversource Energy shares in Q1 2026, an estimated $301K.
Eversource Energy made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #365 holding.
Baker Avenue Asset Management first reported a position in Eversource Energy in Q4 2022 and has held it in 7 quarters since.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.