Broadwater Capital’s Eversource Energy ES Stock Holding History

Broadwater Capital’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 Q3	$39.8K	Hold	620	–	–	0.03%	109
2026 Q2	$44.8K	Hold	620	–	–	0.03%	104
2026 Q1	$41.7K	Hold	620	–	–	0.03%	108
2025 Q4	$41.7K	Hold	620	–	–	0.03%	108
2025 Q3	$44.1K	Sell	620 -38,824	-98%	-$2.55M	0.03%	113
2025 Q2	$39.4K	Buy	39,444 +38,824	+6,262%	+$2.39M	0.03%	113
2025 Q1	$38.5K	Hold	620	–	–	0.03%	117
2024 Q4	$35.6K	Hold	620	–	–	0.03%	122
2024 Q3	$42.2K	Hold	620	–	–	0.03%	123
2024 Q2	$35.2K	Hold	620	–	–	0.03%	126
2024 Q1	$37.1K	Hold	620	–	–	0.03%	126
2023 Q4	$38.3K	Buy	+620	New	+$35.7K	0.03%	125

Other funds holding ES

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Broadwater Capital's ES Position: Q3 2026 in Review

Broadwater Capital held its Eversource Energy (ES) position steady in Q3 2026 at 620 shares worth $39.8K. The position accounts for 0.03% of the portfolio, ranked #109.

Broadwater Capital first reported a position in ES in Q4 2023 and has held it in 12 quarters since. The position peaked at $44.8K in Q2 2026. 820 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Broadwater Capital held 620 shares of Eversource Energy worth $39.8K as of Q3 2026.
Broadwater Capital left its Eversource Energy share count unchanged in Q3 2026.
Eversource Energy made up 0.03% of Broadwater Capital's portfolio in Q3 2026, its #109 holding.
Broadwater Capital first reported a position in Eversource Energy in Q4 2023 and has held it in 12 quarters since.
Broadwater Capital's Eversource Energy position peaked at $44.8K in Q2 2026.
820 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Broadwater Capital's 13F filing for Q3 2026, filed 12 Nov 2026.