BG
ES icon

Bollard Group’s Eversource Energy ES Stock Holding History

Bollard Group’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 		$1.8M Buy
26,010
+3,761
+17% +$266K 0.06% 91
2025
Q4 		$1.5M Sell
22,249
-426
-2% -$29.9K 0.04% 94
2025
Q3 		$1.61M Buy
22,675
+1,199
+6% +$78.6K 0.04% 99
2025
Q2 		$1.37M Buy
21,476
+1,187
+6% +$73.2K 0.03% 110
2025
Q1 		$1.26M Buy
20,289
+185
+0.9% +$11K 0.03% 101
2024
Q4 		$1.16M Sell
20,104
-251
-1% -$15.6K 0.03% 102
2024
Q3 		$1.39M Buy
20,355
+14,340
+238% +$927K 0.04% 108
2024
Q2 		$341K Buy
6,015
+5,114
+568% +$303K 0.01% 153
2024
Q1 		$54K Buy
+901
New +$51.8K ﹤0.01% 220
2023
Q3 		– Sell
-30
Closed -$2K – 478
2023
Q2 		$2K Buy
+30
New +$2.23K ﹤0.01% 524

Other funds holding ES

BlackRock
BlackRock New York $5.7T 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