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Choreo LLC’s Eversource Energy ES Stock Holding History

Choreo LLC’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 		$554K Buy
7,997
+509
+7% +$36K 0.01% 886
2025
Q4 		$511K Buy
7,488
+962
+15% +$67.5K 0.01% 914
2025
Q3 		$464K Buy
6,526
+668
+11% +$43.8K 0.01% 954
2025
Q2 		$373K Buy
5,858
+27
+0.5% +$1.66K 0.01% 1055
2025
Q1 		$362K Buy
5,831
+616
+12% +$36.8K 0.01% 1003
2024
Q4 		$299K Sell
5,215
-704
-12% -$43.9K ﹤0.01% 1191
2024
Q3 		$401K Buy
5,919
+307
+5% +$19.8K 0.01% 1027
2024
Q2 		$317K Buy
+5,612
New +$333K 0.01% 1073

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

Choreo LLC's ES Position: Q1 2026 in Review

Choreo LLC increased its Eversource Energy (ES) stake by 6.8% in Q1 2026, buying an estimated $36K and bringing the position to 7,997 shares worth $554K. The position accounts for 0.01% of the portfolio, ranked #886.

Choreo LLC first reported a position in ES in Q2 2024 and has held it in 8 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Choreo LLC held 7,997 shares of Eversource Energy worth $554K as of Q1 2026.
  • Choreo LLC bought 509 Eversource Energy shares in Q1 2026, an estimated $36K.
  • Eversource Energy made up 0.01% of Choreo LLC's portfolio in Q1 2026, its #886 holding.
  • Choreo LLC first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.