Cresset Asset Management’s Eversource Energy ES Stock Holding History

Cresset Asset Management’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 Q2	$6.14M	Buy	84,891 +9,665	+13%	+$669K	0.02%	368
2026 Q1	$5.21M	Buy	+75,226	New	+$5.32M	0.02%	364
2025 Q1	–	Sell	-4,569	Closed	-$262K	–	1757
2024 Q4	$262K	Sell	4,569 -31,490	-87%	-$1.96M	﹤0.01%	1418
2024 Q3	$2.45M	Buy	36,059 +6,094	+20%	+$394K	0.01%	703
2024 Q2	$1.7M	Buy	29,965 +4,529	+18%	+$269K	0.01%	800
2024 Q1	$1.52M	Sell	25,436 -845	-3%	-$48.6K	0.01%	787
2023 Q4	$1.62M	Buy	26,281 +7,298	+38%	+$421K	0.01%	681
2023 Q3	$1.1M	Buy	18,983 +9,391	+98%	+$626K	﹤0.01%	809
2023 Q2	$680K	Buy	+9,592	New	+$714K	﹤0.01%	1118
2022 Q3	–	Sell	-5,839	Closed	-$494K	–	904
2022 Q2	$494K	Sell	5,839 -45	-0.8%	-$4K	0.01%	573
2022 Q1	$518K	Sell	5,884 -855	-13%	-$73.1K	0.01%	597
2021 Q4	$612K	Buy	6,739 +3,150	+88%	+$271K	0.01%	628
2021 Q3	$293K	Buy	3,589 +873	+32%	+$75.8K	﹤0.01%	857
2021 Q2	$218K	Sell	2,716 -389	-13%	-$32.8K	﹤0.01%	914
2021 Q1	$268K	Buy	+3,105	New	+$264K	﹤0.01%	727
2019 Q2	–	Sell	-198	Closed	-$14K	–	843
2019 Q1	$14K	Buy	198 +55	+38%	+$3.79K	﹤0.01%	1106
2018 Q4	$9K	Buy	+143	New	+$9.32K	﹤0.01%	872

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cresset Asset Management's ES Position: Q2 2026 in Review

Cresset Asset Management increased its Eversource Energy (ES) stake by 13% in Q2 2026, buying an estimated $669K and bringing the position to 84,891 shares worth $6.14M. The position accounts for 0.02% of the portfolio, ranked #368.

Cresset Asset Management first reported a position in ES in Q4 2018 and has held it in 17 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Cresset Asset Management held 84,891 shares of Eversource Energy worth $6.14M as of Q2 2026.
Cresset Asset Management bought 9,665 Eversource Energy shares in Q2 2026, an estimated $669K.
Eversource Energy made up 0.02% of Cresset Asset Management's portfolio in Q2 2026, its #368 holding.
Cresset Asset Management first reported a position in Eversource Energy in Q4 2018 and has held it in 17 quarters since.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.