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BankPlus Trust Department’s Eversource Energy ES Stock Holding History

BankPlus Trust Department’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 		$5.82K Sell
84
-148
-64% -$10.5K ﹤0.01% 399
2025
Q4 		$15.6K Hold
232
– – ﹤0.01% 343
2025
Q3 		$16.5K Hold
232
– – ﹤0.01% 334
2025
Q2 		$14.8K Hold
232
– – ﹤0.01% 329
2025
Q1 		$14.4K Hold
232
– – ﹤0.01% 332
2024
Q4 		$13.3K Buy
+232
New +$14.5K ﹤0.01% 318

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

BankPlus Trust Department's ES Position: Q1 2026 in Review

BankPlus Trust Department reduced its Eversource Energy (ES) stake by 64% in Q1 2026, selling an estimated $10.5K and leaving 84 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

BankPlus Trust Department first reported a position in ES in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.5K in Q3 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • BankPlus Trust Department held 84 shares of Eversource Energy worth $5.82K as of Q1 2026.
  • BankPlus Trust Department sold 148 Eversource Energy shares in Q1 2026, an estimated $10.5K.
  • Eversource Energy made up ﹤0.01% of BankPlus Trust Department's portfolio in Q1 2026, its #399 holding.
  • BankPlus Trust Department first reported a position in Eversource Energy in Q4 2024 and has held it in 6 quarters since.
  • BankPlus Trust Department's Eversource Energy position peaked at $16.5K in Q3 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.