Chevy Chase Trust’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.8M | Sell |
184,834
-5,429
| -3% | -$384K | 0.04% | 358 |
|
|
2025
Q4 | $12.8M | Buy |
190,263
+865
| +0.5% | +$60.7K | 0.03% | 360 |
|
|
2025
Q3 | $13.5M | Sell |
189,398
-4,654
| -2% | -$305K | 0.04% | 344 |
|
|
2025
Q2 | $12.3M | Sell |
194,052
-11
| -0% | -$678 | 0.04% | 366 |
|
|
2025
Q1 | $12.1M | Buy |
194,063
+90
| +0% | +$5.37K | 0.04% | 358 |
|
|
2024
Q4 | $11.1M | Buy |
193,973
+656
| +0.3% | +$40.9K | 0.03% | 380 |
|
|
2024
Q3 | $13.2M | Buy |
193,317
+1,020
| +0.5% | +$65.9K | 0.04% | 357 |
|
|
2024
Q2 | $10.9M | Sell |
192,297
-1,126
| -0.6% | -$66.8K | 0.03% | 368 |
|
|
2024
Q1 | $11.6M | Sell |
193,423
-1,713
| -0.9% | -$98.5K | 0.04% | 368 |
|
|
2023
Q4 | $12M | Sell |
195,136
-1,088
| -0.6% | -$62.7K | 0.04% | 341 |
|
|
2023
Q3 | $11.4M | Sell |
196,224
-4,553
| -2% | -$304K | 0.05% | 333 |
|
|
2023
Q2 | $14.2M | Sell |
200,777
-1,856
| -0.9% | -$138K | 0.05% | 310 |
|
|
2023
Q1 | $15.9M | Buy |
202,633
+1,220
| +0.6% | +$96.4K | 0.06% | 286 |
|
|
2022
Q4 | $16.9M | Sell |
201,413
-11,023
| -5% | -$874K | 0.07% | 264 |
|
|
2022
Q3 | $16.6M | Buy |
212,436
+3,270
| +2% | +$288K | 0.07% | 262 |
|
|
2022
Q2 | $17.7M | Buy |
209,166
+1,566
| +0.8% | +$139K | 0.07% | 249 |
|
|
2022
Q1 | $18.3M | Buy |
207,600
+519
| +0.3% | +$44.4K | 0.06% | 279 |
|
|
2021
Q4 | $18.8M | Sell |
207,081
-4,806
| -2% | -$413K | 0.06% | 283 |
|
|
2021
Q3 | $17.3M | Sell |
211,887
-7,867
| -4% | -$683K | 0.06% | 286 |
|
|
2021
Q2 | $17.6M | Sell |
219,754
-11,345
| -5% | -$955K | 0.06% | 291 |
|
|
2021
Q1 | $20M | Sell |
231,099
-16,577
| -7% | -$1.41M | 0.07% | 261 |
|
|
2020
Q4 | $21.4M | Sell |
247,676
-7,308
| -3% | -$651K | 0.08% | 245 |
|
|
2020
Q3 | $21.3M | Sell |
254,984
-16,670
| -6% | -$1.43M | 0.08% | 219 |
|
|
2020
Q2 | $22.6M | Sell |
271,654
-4,453
| -2% | -$369K | 0.09% | 201 |
|
|
2020
Q1 | $21.6M | Buy |
276,107
+4,115
| +2% | +$361K | 0.1% | 190 |
|
|
2019
Q4 | $23.1M | Buy |
271,992
+1,730
| +0.6% | +$144K | 0.09% | 231 |
|
|
2019
Q3 | $23.1M | Buy |
270,262
+2,229
| +0.8% | +$177K | 0.09% | 228 |
|
|
2019
Q2 | $20.3M | Buy |
268,033
+3,339
| +1% | +$244K | 0.08% | 248 |
|
|
2019
Q1 | $19M | Buy |
264,694
+3,980
| +2% | +$274K | 0.08% | 263 |
|
|
2018
Q4 | $17M | Buy |
260,714
+612
| +0.2% | +$39.9K | 0.08% | 248 |
|
|
2018
Q3 | $16M | Sell |
260,102
-6,440
| -2% | -$394K | 0.07% | 303 |
|
|
2018
Q2 | $15.6M | Sell |
266,542
-1,236
| -0.5% | -$71.1K | 0.07% | 306 |
|
|
2018
Q1 | $15.8M | Sell |
267,778
-6,737
| -2% | -$399K | 0.07% | 295 |
|
|
2017
Q4 | $17.3M | Sell |
274,515
-1,863
| -0.7% | -$118K | 0.07% | 288 |
|
|
2017
Q3 | $16.7M | Buy |
276,378
+3,382
| +1% | +$209K | 0.08% | 287 |
|
|
2017
Q2 | $16.6M | Sell |
272,996
-280
| -0.1% | -$17K | 0.08% | 278 |
|
|
2017
Q1 | $16.1M | Buy |
273,276
+7,419
| +3% | +$422K | 0.08% | 278 |
|
|
2016
Q4 | $14.7M | Sell |
265,857
-227
| -0.1% | -$12.1K | 0.08% | 280 |
|
|
2016
Q3 | $14.4M | Sell |
266,084
-5,688
| -2% | -$321K | 0.08% | 281 |
|
|
2016
Q2 | $16.3M | Buy |
271,772
+3,337
| +1% | +$189K | 0.09% | 253 |
|
|
2016
Q1 | $15.7M | Buy |
268,435
+6,923
| +3% | +$378K | 0.09% | 260 |
|
|
2015
Q4 | $13.4M | Buy |
261,512
+1,831
| +0.7% | +$93.2K | 0.08% | 283 |
|
|
2015
Q3 | $13.1M | Buy |
259,681
+8,658
| +3% | +$417K | 0.08% | 279 |
|
|
2015
Q2 | $11.4M | Buy |
251,023
+3,885
| +2% | +$188K | 0.07% | 313 |
|
|
2015
Q1 | $12.5M | Buy |
247,138
+8,578
| +4% | +$451K | 0.08% | 294 |
|
|
2014
Q4 | $12.8M | Sell |
238,560
-1,658
| -0.7% | -$82.7K | 0.08% | 285 |
|
|
2014
Q3 | $10.6M | Buy |
240,218
+14,751
| +7% | +$663K | 0.07% | 316 |
|
|
2014
Q2 | $10.7M | Sell |
225,467
-4,241
| -2% | -$194K | 0.07% | 313 |
|
|
2014
Q1 | $10.5M | Buy |
229,708
+410
| +0.2% | +$17.9K | 0.07% | 307 |
|
|
2013
Q4 | $9.72M | Buy |
229,298
+3,300
| +1% | +$139K | 0.07% | 322 |
|
|
2013
Q3 | $9.32M | Buy |
225,998
+5,471
| +2% | +$231K | 0.08% | 310 |
|
|
2013
Q2 | $9.27M | Buy |
+220,527
| New | +$9.54M | 0.08% | 289 |
|
Other funds holding ES
VCM
VPM
MAM
Chevy Chase Trust's ES Position: Q1 2026 in Review
Chevy Chase Trust reduced its Eversource Energy (ES) stake by 2.9% in Q1 2026, selling an estimated $384K and leaving 184,834 shares worth $12.8M. The position accounts for 0.04% of the portfolio, ranked #358.
Chevy Chase Trust first reported a position in ES in Q2 2013 and has held it in 52 quarters since. The position peaked at $23.1M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Chevy Chase Trust held 184,834 shares of Eversource Energy worth $12.8M as of Q1 2026.
- Chevy Chase Trust sold 5,429 Eversource Energy shares in Q1 2026, an estimated $384K.
- Eversource Energy made up 0.04% of Chevy Chase Trust's portfolio in Q1 2026, its #358 holding.
- Chevy Chase Trust first reported a position in Eversource Energy in Q2 2013 and has held it in 52 quarters since.
- Chevy Chase Trust's Eversource Energy position peaked at $23.1M in Q4 2019.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.