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
2025
Q1 		– Sell
-1,400
Closed -$80.4K – 1506
2024
Q4 		$80.4K Buy
+1,400
New +$87.3K ﹤0.01% 1726
2024
Q2 		– Sell
-1,900
Closed -$114K – 2189
2024
Q1 		$114K Hold
1,900
– – ﹤0.01% 2118
2023
Q4 		$117K Buy
+1,900
New +$110K ﹤0.01% 1915
2023
Q1 		– Sell
-4,800
Closed -$402K – 1601
2022
Q4 		$402K Hold
4,800
– – ﹤0.01% 1175
2022
Q3 		$374K Buy
+4,800
New +$423K ﹤0.01% 1349
2022
Q2 		– Sell
-21,200
Closed -$1.87M – 1915
2022
Q1 		$1.87M Sell
21,200
-67,200
-76% -$5.75M 0.01% 1088
2021
Q4 		$8.04M Sell
88,400
-31,200
-26% -$2.68M 0.01% 681
2021
Q3 		$9.78M Buy
119,600
+100,900
+540% +$8.76M 0.02% 628
2021
Q2 		$1.5M Buy
18,700
+9,500
+103% +$800K ﹤0.01% 1116
2021
Q1 		$797K Sell
9,200
-31,600
-77% -$2.68M ﹤0.01% 1177
2020
Q4 		$3.53M Sell
40,800
-14,100
-26% -$1.26M 0.01% 709
2020
Q3 		$4.59M Buy
54,900
+37,700
+219% +$3.23M 0.02% 543
2020
Q2 		$1.43M Buy
+17,200
New +$1.42M 0.01% 813
2020
Q1 		– Sell
-11,900
Closed -$1.01M – 1210
2019
Q4 		$1.01M Sell
11,900
-100
-0.8% -$8.31K 0.01% 1001
2019
Q3 		$1.03M Buy
12,000
+8,100
+208% +$644K 0.01% 942
2019
Q2 		$295K Buy
+3,900
New +$285K ﹤0.01% 1203

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.