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CVA Family Office’s Eversource Energy ES Stock Holding History

CVA Family Office’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 		$117K Buy
1,687
+229
+16% +$16.2K 0.01% 420
2025
Q4 		$98.2K Sell
1,458
-325
-18% -$22.8K 0.01% 424
2025
Q3 		$127K Buy
1,783
+7
+0.4% +$459 0.02% 375
2025
Q2 		$113K Buy
1,776
+282
+19% +$17.4K 0.02% 384
2025
Q1 		$92.8K Sell
1,494
-206
-12% -$12.3K 0.01% 399
2024
Q4 		$97.6K Sell
1,700
-37
-2% -$2.31K 0.02% 394
2024
Q3 		$118K Sell
1,737
-106
-6% -$6.85K 0.02% 345
2024
Q2 		$105K Buy
1,843
+228
+14% +$13.5K 0.02% 342
2024
Q1 		$96.5K Buy
1,615
+915
+131% +$52.6K 0.02% 364
2023
Q4 		$43.2K Buy
+700
New +$40.4K 0.01% 503
2023
Q3 		– Sell
-2,080
Closed -$148K – 457
2023
Q2 		$148K Buy
2,080
+1,795
+630% +$134K 0.03% 259
2023
Q1 		$22.3K Buy
285
+235
+470% +$18.6K 0.01% 576
2022
Q4 		$4.19K Sell
50
-670
-93% -$53.1K ﹤0.01% 754
2022
Q3 		$56K Buy
720
+55
+8% +$4.85K 0.02% 338
2022
Q2 		$56K Buy
665
+45
+7% +$4K 0.02% 339
2022
Q1 		$55K Buy
620
+60
+11% +$5.13K 0.01% 377
2021
Q4 		$51K Sell
560
-130
-19% -$11.2K 0.01% 361
2021
Q3 		$58K Sell
690
-420
-38% -$36.5K 0.04% 166
2021
Q2 		$89K Buy
1,110
+40
+4% +$3.37K 0.03% 256
2021
Q1 		$93K Buy
1,070
+380
+55% +$32.3K 0.04% 189
2020
Q4 		$60K Hold
690
– – 0.04% 173
2020
Q3 		$58K Buy
+690
New +$59.1K 0.04% 166

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

CVA Family Office's ES Position: Q1 2026 in Review

CVA Family Office increased its Eversource Energy (ES) stake by 16% in Q1 2026, buying an estimated $16.2K and bringing the position to 1,687 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #420.

CVA Family Office first reported a position in ES in Q3 2020 and has held it in 22 quarters since. The position peaked at $148K in Q2 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • CVA Family Office held 1,687 shares of Eversource Energy worth $117K as of Q1 2026.
  • CVA Family Office bought 229 Eversource Energy shares in Q1 2026, an estimated $16.2K.
  • Eversource Energy made up 0.01% of CVA Family Office's portfolio in Q1 2026, its #420 holding.
  • CVA Family Office first reported a position in Eversource Energy in Q3 2020 and has held it in 22 quarters since.
  • CVA Family Office's Eversource Energy position peaked at $148K in Q2 2023.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.