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Callan Family Office’s Eversource Energy ES Stock Holding History

Callan Family Office’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 		$359K Sell
5,176
-275
-5% -$19.4K 0.01% 871
2025
Q4 		$367K Buy
5,451
+643
+13% +$45.1K 0.01% 870
2025
Q3 		$342K Sell
4,808
-1,533
-24% -$101K 0.01% 655
2025
Q2 		$403K Buy
+6,341
New +$391K 0.01% 677

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

Callan Family Office's ES Position: Q1 2026 in Review

Callan Family Office reduced its Eversource Energy (ES) stake by 5% in Q1 2026, selling an estimated $19.4K and leaving 5,176 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #871.

Callan Family Office first reported a position in ES in Q2 2025 and has held it in 4 quarters since. The position peaked at $403K in Q2 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Callan Family Office held 5,176 shares of Eversource Energy worth $359K as of Q1 2026.
  • Callan Family Office sold 275 Eversource Energy shares in Q1 2026, an estimated $19.4K.
  • Eversource Energy made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #871 holding.
  • Callan Family Office first reported a position in Eversource Energy in Q2 2025 and has held it in 4 quarters since.
  • Callan Family Office's Eversource Energy position peaked at $403K in Q2 2025.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.