Clarkston Capital Partners’s Eversource Energy ES Stock Holding History

Clarkston Capital Partners’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	–	Sell	-25,580	Closed	-$1.72M	–	127
2025 Q4	$1.72M	Buy	25,580 +580	+2%	+$40.7K	0.04%	108
2025 Q3	$1.78M	Hold	25,000	–	–	0.04%	99
2025 Q2	$1.59M	Hold	25,000	–	–	0.03%	99
2025 Q1	$1.55M	Hold	25,000	–	–	0.03%	92
2024 Q4	$1.44M	Hold	25,000	–	–	0.03%	93
2024 Q3	$1.7M	Hold	25,000	–	–	0.03%	85
2024 Q2	$1.42M	Hold	25,000	–	–	0.03%	88
2024 Q1	$1.49M	Hold	25,000	–	–	0.03%	87
2023 Q4	$1.54M	Hold	25,000	–	–	0.03%	81
2023 Q3	$1.45M	Hold	25,000	–	–	0.03%	81
2023 Q2	$1.77M	Hold	25,000	–	–	0.03%	75
2023 Q1	$1.96M	Hold	25,000	–	–	0.04%	69
2022 Q4	$2.1M	Hold	25,000	–	–	0.04%	70
2022 Q3	$1.95M	Hold	25,000	–	–	0.04%	71
2022 Q2	$2.11M	Hold	25,000	–	–	0.04%	67
2022 Q1	$2.21M	Buy	+25,000	New	+$2.14M	0.04%	68
2017 Q1	–	Sell	-20,000	Closed	-$1.1M	–	107
2016 Q4	$1.1M	Hold	20,000	–	–	0.05%	71
2016 Q3	$1.08M	Hold	20,000	–	–	0.05%	70
2016 Q2	$1.2M	Hold	20,000	–	–	0.06%	67
2016 Q1	$1.17M	Hold	20,000	–	–	0.06%	69
2015 Q4	$1.02M	Hold	20,000	–	–	0.07%	70
2015 Q3	$1.01M	Hold	20,000	–	–	0.09%	74
2015 Q2	$908K	Hold	20,000	–	–	0.09%	85
2015 Q1	$1.01M	Hold	20,000	–	–	0.11%	80
2014 Q4	$1.07M	Hold	20,000	–	–	0.16%	88
2014 Q3	$886K	Hold	20,000	–	–	0.15%	87
2014 Q2	$945K	Hold	20,000	–	–	0.17%	86
2014 Q1	$910K	Buy	+20,000	New	+$873K	0.18%	85

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarkston Capital Partners's ES Position: Q1 2026 in Review

Clarkston Capital Partners sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 25,580 shares — an estimated $1.72M sold.

Clarkston Capital Partners first reported a position in ES in Q1 2014 and held it in 28 quarters. The position peaked at $2.21M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Clarkston Capital Partners reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
Clarkston Capital Partners sold 25,580 Eversource Energy shares in Q1 2026, an estimated $1.72M.
Clarkston Capital Partners first reported a position in Eversource Energy in Q1 2014 and held it in 28 quarters.
Clarkston Capital Partners's Eversource Energy position peaked at $2.21M in Q1 2022.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Clarkston Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.