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Clearstead Trust’s Eversource Energy ES Stock Holding History

Clearstead Trust’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 		$7.9K Sell
114
-93
-45% -$6.57K ﹤0.01% 648
2025
Q4 		$13.9K Buy
207
+111
+116% +$7.79K ﹤0.01% 514
2025
Q3 		$6.83K Buy
96
+33
+52% +$2.16K ﹤0.01% 686
2025
Q2 		$4.01K Sell
63
-140
-69% -$8.63K ﹤0.01% 802
2025
Q1 		$12.6K Buy
+203
New +$12.1K ﹤0.01% 426
2017
Q4 		– Sell
-1,500
Closed -$91K – 215
2017
Q3 		$91K Hold
1,500
– – 0.07% 142
2017
Q2 		$91K Buy
+1,500
New +$91.1K 0.07% 129

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

Clearstead Trust's ES Position: Q1 2026 in Review

Clearstead Trust reduced its Eversource Energy (ES) stake by 45% in Q1 2026, selling an estimated $6.57K and leaving 114 shares worth $7.9K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Clearstead Trust first reported a position in ES in Q2 2017 and has held it in 7 quarters since. The position peaked at $91K in Q3 2017. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Clearstead Trust held 114 shares of Eversource Energy worth $7.9K as of Q1 2026.
  • Clearstead Trust sold 93 Eversource Energy shares in Q1 2026, an estimated $6.57K.
  • Eversource Energy made up ﹤0.01% of Clearstead Trust's portfolio in Q1 2026, its #648 holding.
  • Clearstead Trust first reported a position in Eversource Energy in Q2 2017 and has held it in 7 quarters since.
  • Clearstead Trust's Eversource Energy position peaked at $91K in Q3 2017.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.