CIA
ES icon

Concurrent Investment Advisors’s Eversource Energy ES Stock Holding History

Concurrent Investment Advisors’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 		$5.68M Buy
82,001
+63,076
+333% +$4.46M 0.06% 333
2025
Q4 		$1.27M Buy
18,925
+15,414
+439% +$1.08M 0.01% 729
2025
Q3 		$250K Buy
3,511
+207
+6% +$13.6K ﹤0.01% 1242
2025
Q2 		$210K Buy
+3,304
New +$204K ﹤0.01% 1244
2024
Q1 		– Sell
-14,161
Closed -$874K – 951
2023
Q4 		$874K Buy
+14,161
New +$816K 0.04% 357

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

Concurrent Investment Advisors's ES Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Eversource Energy (ES) stake by 333% in Q1 2026, buying an estimated $4.46M and bringing the position to 82,001 shares worth $5.68M. The position accounts for 0.06% of the portfolio, ranked #333.

Concurrent Investment Advisors first reported a position in ES in Q4 2023 and has held it in 5 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Concurrent Investment Advisors held 82,001 shares of Eversource Energy worth $5.68M as of Q1 2026.
  • Concurrent Investment Advisors bought 63,076 Eversource Energy shares in Q1 2026, an estimated $4.46M.
  • Eversource Energy made up 0.06% of Concurrent Investment Advisors's portfolio in Q1 2026, its #333 holding.
  • Concurrent Investment Advisors first reported a position in Eversource Energy in Q4 2023 and has held it in 5 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.