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Brick & Kyle Associates’s Eversource Energy ES Stock Holding History

Brick & Kyle Associates’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 		$6.16M Sell
88,865
-9,966
-10% -$704K 2.03% 18
2025
Q4 		$6.65M Sell
98,831
-511
-0.5% -$35.9K 2.36% 15
2025
Q3 		$7.07M Buy
+99,342
New +$6.51M 2.61% 14

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

Brick & Kyle Associates's ES Position: Q1 2026 in Review

Brick & Kyle Associates reduced its Eversource Energy (ES) stake by 10% in Q1 2026, selling an estimated $704K and leaving 88,865 shares worth $6.16M. The position accounts for 2.03% of the portfolio, ranked #18.

Brick & Kyle Associates first reported a position in ES in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.07M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Brick & Kyle Associates held 88,865 shares of Eversource Energy worth $6.16M as of Q1 2026.
  • Brick & Kyle Associates sold 9,966 Eversource Energy shares in Q1 2026, an estimated $704K.
  • Eversource Energy made up 2.03% of Brick & Kyle Associates's portfolio in Q1 2026, its #18 holding.
  • Brick & Kyle Associates first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • Brick & Kyle Associates's Eversource Energy position peaked at $7.07M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Brick & Kyle Associates's 13F filing for Q1 2026, filed 2 Jul 2026.