Capstone Investment Advisors
ES icon

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
2024
Q1 		– Sell
-70,000
Closed -$4.32M – 2393
2023
Q4 		$4.32M Buy
+70,000
New +$4.04M 0.01% 586
2023
Q1 		– Sell
-1,400
Closed -$117K – 1599
2022
Q4 		$117K Hold
1,400
– – ﹤0.01% 1375
2022
Q3 		$109K Buy
+1,400
New +$123K ﹤0.01% 1545
2022
Q2 		– Sell
-1,500
Closed -$132K – 1913
2022
Q1 		$132K Sell
1,500
-3,500
-70% -$299K ﹤0.01% 1822
2021
Q4 		$455K Sell
5,000
-7,100
-59% -$611K ﹤0.01% 1481
2021
Q3 		$989K Buy
12,100
+10,300
+572% +$894K ﹤0.01% 1413
2021
Q2 		$144K Buy
+1,800
New +$152K ﹤0.01% 1536
2021
Q1 		– Sell
-6,500
Closed -$562K – 1745
2020
Q4 		$562K Sell
6,500
-12,700
-66% -$1.13M ﹤0.01% 1226
2020
Q3 		$1.6M Buy
19,200
+6,900
+56% +$591K 0.01% 887
2020
Q2 		$1.02M Buy
+12,300
New +$1.02M 0.01% 913
2020
Q1 		– Sell
-6,600
Closed -$561K – 1209
2019
Q4 		$561K Buy
6,600
+1,300
+25% +$108K ﹤0.01% 1121
2019
Q3 		$453K Buy
5,300
+2,300
+77% +$183K ﹤0.01% 1111
2019
Q2 		$227K Buy
+3,000
New +$220K ﹤0.01% 1246

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. 1,063 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.
  • 1,063 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.