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Covestor’s Eversource Energy ES Stock Holding History

Covestor’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 		$20K Sell
300
-67
-18% -$4.74K 0.01% 1107
2025
Q4 		$24K Sell
367
-6
-2% -$421 0.01% 1200
2025
Q3 		$27K Buy
373
+48
+15% +$3.15K 0.01% 1162
2025
Q2 		$21K Sell
325
-2,245
-87% -$138K 0.01% 1233
2025
Q1 		$160K Buy
2,570
+2,306
+873% +$138K 0.11% 227
2024
Q4 		$15K Buy
264
+11
+4% +$686 0.01% 1317
2024
Q3 		$17K Sell
253
-1
-0.4% -$65 0.01% 1269
2024
Q2 		$14K Sell
254
-19
-7% -$1.13K 0.01% 1330
2024
Q1 		$16K Buy
273
+3
+1% +$172 0.01% 1286
2023
Q4 		$17K Buy
270
+10
+4% +$577 0.01% 1247
2023
Q3 		$15K Sell
260
-94
-27% -$6.27K 0.01% 1227
2023
Q2 		$26K Buy
354
+94
+36% +$7K 0.02% 1026
2023
Q1 		$20K Buy
260
+13
+5% +$1.03K 0.02% 1001
2022
Q4 		$21K Buy
247
+8
+3% +$634 0.02% 1016
2022
Q3 		$19K Sell
239
-20
-8% -$1.76K 0.02% 1003
2022
Q2 		$22K Buy
259
+12
+5% +$1.07K 0.02% 959
2022
Q1 		$22K Buy
247
+98
+66% +$8.38K 0.01% 1039
2021
Q4 		$14K Buy
+149
New +$12.8K 0.02% 937

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

Covestor's ES Position: Q1 2026 in Review

Covestor reduced its Eversource Energy (ES) stake by 18% in Q1 2026, selling an estimated $4.74K and leaving 300 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #1107.

Covestor first reported a position in ES in Q4 2021 and has held it in 18 quarters since. The position peaked at $160K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Covestor held 300 shares of Eversource Energy worth $20K as of Q1 2026.
  • Covestor sold 67 Eversource Energy shares in Q1 2026, an estimated $4.74K.
  • Eversource Energy made up 0.01% of Covestor's portfolio in Q1 2026, its #1107 holding.
  • Covestor first reported a position in Eversource Energy in Q4 2021 and has held it in 18 quarters since.
  • Covestor's Eversource Energy position peaked at $160K in Q1 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.