CoreFirst Bank & Trust’s Eversource Energy ES Stock Holding History

CoreFirst Bank & 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	$62.8K	Hold	907	–	–	0.03%	197
2025 Q4	$61.1K	Hold	907	–	–	0.03%	199
2025 Q3	$64.5K	Hold	907	–	–	0.03%	201
2025 Q2	$57.7K	Buy	+907	New	+$55.9K	0.03%	207
2025 Q1	–	Sell	-907	Closed	-$52.1K	–	184
2024 Q4	$52.1K	Hold	907	–	–	0.03%	213
2024 Q3	$61.7K	Buy	+907	New	+$58.6K	0.04%	203
2024 Q2	–	Sell	-907	Closed	-$54.2K	–	195
2024 Q1	$54.2K	Hold	907	–	–	0.03%	212
2023 Q4	$56K	Hold	907	–	–	0.04%	216
2023 Q3	$52.7K	Hold	907	–	–	0.04%	225
2023 Q2	$64.3K	Hold	907	–	–	0.05%	207
2023 Q1	$71K	Hold	907	–	–	0.05%	196
2022 Q4	$76K	Hold	907	–	–	0.06%	201
2022 Q3	$71K	Hold	907	–	–	0.06%	186
2022 Q2	$77K	Hold	907	–	–	0.06%	176
2022 Q1	$80K	Hold	907	–	–	0.05%	191
2021 Q4	$83K	Hold	907	–	–	0.05%	202
2021 Q3	$74K	Hold	907	–	–	0.05%	209
2021 Q2	$73K	Hold	907	–	–	0.05%	213
2021 Q1	$79K	Buy	+907	New	+$77K	0.05%	200

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

CoreFirst Bank & Trust's ES Position: Q1 2026 in Review

CoreFirst Bank & Trust held its Eversource Energy (ES) position steady in Q1 2026 at 907 shares worth $62.8K. The position accounts for 0.03% of the portfolio, ranked #197.

CoreFirst Bank & Trust first reported a position in ES in Q1 2021 and has held it in 19 quarters since. The position peaked at $83K in Q4 2021. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

CoreFirst Bank & Trust held 907 shares of Eversource Energy worth $62.8K as of Q1 2026.
CoreFirst Bank & Trust left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.03% of CoreFirst Bank & Trust's portfolio in Q1 2026, its #197 holding.
CoreFirst Bank & Trust first reported a position in Eversource Energy in Q1 2021 and has held it in 19 quarters since.
CoreFirst Bank & Trust's Eversource Energy position peaked at $83K in Q4 2021.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q1 2026, filed 3 Jun 2026.