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Camelot Portfolios’s Eversource Energy ES Stock Holding History

Camelot Portfolios’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
Q2 		$1.25M Sell
17,311
-5,826
-25% -$403K 0.88% 27
2026
Q1 		$1.6M Sell
23,137
-807
-3% -$57K 1.19% 13
2025
Q4 		$1.61M Sell
23,944
-2,263
-9% -$159K 0.99% 19
2025
Q3 		$1.86M Sell
26,207
-638
-2% -$41.8K 1.1% 21
2025
Q2 		$1.71M Buy
26,845
+7,228
+37% +$445K 1.02% 23
2025
Q1 		$1.22M Buy
19,617
+3,310
+20% +$197K 0.75% 41
2024
Q4 		$937K Sell
16,307
-1,462
-8% -$91.1K 1.01% 29
2024
Q3 		$1.21M Buy
17,769
+915
+5% +$59.1K 1.19% 26
2024
Q2 		$956K Hold
16,854
– – 0.54% 57
2024
Q1 		$1.01M Hold
16,854
– – 0.98% 33
2023
Q4 		$1.04M Buy
+16,854
New +$972K 0.62% 46

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Camelot Portfolios's ES Position: Q2 2026 in Review

Camelot Portfolios reduced its Eversource Energy (ES) stake by 25% in Q2 2026, selling an estimated $403K and leaving 17,311 shares worth $1.25M. The position accounts for 0.88% of the portfolio, ranked #27.

Camelot Portfolios first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.86M in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Camelot Portfolios held 17,311 shares of Eversource Energy worth $1.25M as of Q2 2026.
  • Camelot Portfolios sold 5,826 Eversource Energy shares in Q2 2026, an estimated $403K.
  • Eversource Energy made up 0.88% of Camelot Portfolios's portfolio in Q2 2026, its #27 holding.
  • Camelot Portfolios first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Camelot Portfolios's Eversource Energy position peaked at $1.86M in Q3 2025.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Camelot Portfolios's 13F filing for Q2 2026, filed 17 Jul 2026.