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Bruce G. Allen Investments’s Eversource Energy ES Stock Holding History

Bruce G. Allen Investments’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 		$18.1K Hold
261
– – 0.01% 416
2025
Q4 		$17.6K Hold
261
– – 0.01% 416
2025
Q3 		$18.6K Hold
261
– – 0.01% 413
2025
Q2 		$16.6K Sell
261
-19
-7% -$1.17K 0.01% 416
2025
Q1 		$17.4K Buy
280
+19
+7% +$1.13K 0.01% 391
2024
Q4 		$15K Sell
261
-7
-3% -$436 0.01% 424
2024
Q3 		$18.2K Hold
268
– – 0.01% 401
2024
Q2 		$15.2K Buy
268
+2
+0.8% +$119 0.01% 405
2024
Q1 		$15.9K Sell
266
-49
-16% -$2.82K 0.01% 406
2023
Q4 		$19.4K Buy
+315
New +$18.2K 0.02% 375

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

Bruce G. Allen Investments's ES Position: Q1 2026 in Review

Bruce G. Allen Investments held its Eversource Energy (ES) position steady in Q1 2026 at 261 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #416.

Bruce G. Allen Investments first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $19.4K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Bruce G. Allen Investments held 261 shares of Eversource Energy worth $18.1K as of Q1 2026.
  • Bruce G. Allen Investments left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up 0.01% of Bruce G. Allen Investments's portfolio in Q1 2026, its #416 holding.
  • Bruce G. Allen Investments first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • Bruce G. Allen Investments's Eversource Energy position peaked at $19.4K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.