Capstone Investment Advisors
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Capstone Investment Advisors’s Eversource Energy ES Stock Holding History

Capstone Investment Advisors’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 		– Sell
-3,904
Closed -$263K – 1663
2025
Q4 		$263K Sell
3,904
-3,855
-50% -$271K ﹤0.01% 1415
2025
Q3 		$552K Buy
+7,759
New +$509K ﹤0.01% 1318
2025
Q1 		– Sell
-7,606
Closed -$437K – 1505
2024
Q4 		$437K Buy
7,606
+792
+12% +$49.4K ﹤0.01% 1352
2024
Q3 		$464K Buy
6,814
+544
+9% +$35.2K ﹤0.01% 1236
2024
Q2 		$356K Sell
6,270
-395
-6% -$23.4K ﹤0.01% 1492
2024
Q1 		$398K Sell
6,665
-193
-3% -$11.1K ﹤0.01% 1679
2023
Q4 		$423K Buy
+6,858
New +$395K ﹤0.01% 1422
2023
Q1 		– Sell
-1,663
Closed -$139K – 1600
2022
Q4 		$139K Buy
+1,663
New +$132K ﹤0.01% 1353
2022
Q2 		– Sell
-2,360
Closed -$208K – 1914
2022
Q1 		$208K Buy
+2,360
New +$202K ﹤0.01% 1680
2021
Q4 		– Sell
-16,795
Closed -$1.44M – 1912
2021
Q3 		$1.37M Buy
+16,795
New +$1.46M ﹤0.01% 1317
2021
Q1 		– Sell
-9,431
Closed -$800K – 1746
2020
Q4 		$816K Buy
+9,431
New +$840K ﹤0.01% 1135
2016
Q4 		– Sell
-7,700
Closed -$417K – 973
2016
Q3 		$417K Sell
7,700
-39,000
-84% -$2.2M 0.01% 543
2016
Q2 		$2.8M Buy
+46,700
New +$2.64M 0.05% 201

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

Capstone Investment Advisors's ES Position: Q1 2026 in Review

Capstone Investment Advisors sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 3,904 shares — an estimated $263K sold.

Capstone Investment Advisors first reported a position in ES in Q2 2016 and held it in 13 quarters. The position peaked at $2.8M in Q2 2016. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Capstone Investment Advisors reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,904 Eversource Energy shares in Q1 2026, an estimated $263K.
  • Capstone Investment Advisors first reported a position in Eversource Energy in Q2 2016 and held it in 13 quarters.
  • Capstone Investment Advisors's Eversource Energy position peaked at $2.8M in Q2 2016.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.