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Catherine Avery Investment Management’s Eversource Energy ES Stock Holding History

Catherine Avery Investment Management’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 		$3.71M Sell
51,329
-3,671
-7% -$254K 1.62% 33
2026
Q1 		$3.81M Buy
+55,000
New +$3.89M 1.71% 34

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

Catherine Avery Investment Management's ES Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Eversource Energy (ES) stake by 6.7% in Q2 2026, selling an estimated $254K and leaving 51,329 shares worth $3.71M. The position accounts for 1.62% of the portfolio, ranked #33.

Catherine Avery Investment Management first reported a position in ES in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.81M in Q1 2026. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Catherine Avery Investment Management held 51,329 shares of Eversource Energy worth $3.71M as of Q2 2026.
  • Catherine Avery Investment Management sold 3,671 Eversource Energy shares in Q2 2026, an estimated $254K.
  • Eversource Energy made up 1.62% of Catherine Avery Investment Management's portfolio in Q2 2026, its #33 holding.
  • Catherine Avery Investment Management first reported a position in Eversource Energy in Q1 2026 and has held it in 2 quarters since.
  • Catherine Avery Investment Management's Eversource Energy position peaked at $3.81M in Q1 2026.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.