DC Investments Management’s Eversource Energy ES Stock Holding History

DC Investments 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 Q1	$2.11M	Hold	30,471	–	–	0.81%	26
2025 Q4	$2.05M	Hold	30,471	–	–	0.91%	21
2025 Q3	$2.17M	Hold	30,471	–	–	0.9%	19
2025 Q2	$1.94M	Hold	30,471	–	–	0.81%	26
2025 Q1	$1.89M	Buy	30,471 +1,006	+3%	+$60K	0.97%	38
2024 Q4	$1.69M	Buy	29,465 +12,993	+79%	+$810K	1.1%	30
2024 Q3	$1.12M	Hold	16,472	–	–	0.78%	37
2024 Q2	$934K	Hold	16,472	–	–	0.79%	39
2024 Q1	$985K	Buy	+16,472	New	+$947K	0.8%	38
2022 Q2	–	Sell	-12,489	Closed	-$1.1M	–	46
2022 Q1	$1.1M	Buy	12,489 +610	+5%	+$52.2K	1.91%	24
2021 Q4	$1.08M	Hold	11,879	–	–	1.53%	25
2021 Q3	$971K	Hold	11,879	–	–	1.81%	25
2021 Q2	$953K	Hold	11,879	–	–	2.24%	23
2021 Q1	$1.03M	Buy	+11,879	New	+$1.01M	2.55%	20
2020 Q3	–	Sell	-2,949	Closed	-$246K	–	139
2020 Q2	$246K	Sell	2,949 -3,160	-52%	-$262K	0.09%	278
2020 Q1	$478K	Sell	6,109 -1,042	-15%	-$91.4K	0.39%	75
2019 Q4	$608K	Sell	7,151 -542	-7%	-$45.1K	0.47%	45
2019 Q3	$658K	Sell	7,693 -749	-9%	-$59.5K	0.38%	37
2019 Q2	$640K	Buy	8,442 +3,160	+60%	+$231K	0.36%	55
2019 Q1	$375K	Hold	5,282	–	–	0.24%	185
2018 Q4	$344K	Buy	+5,282	New	+$344K	0.28%	177
2018 Q2	–	Sell	-16,468	Closed	-$970K	–	327
2018 Q1	$970K	Hold	16,468	–	–	0.65%	47
2017 Q4	$1.04M	Buy	+16,468	New	+$1.04M	0.43%	41

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

DC Investments Management's ES Position: Q1 2026 in Review

DC Investments Management held its Eversource Energy (ES) position steady in Q1 2026 at 30,471 shares worth $2.11M. The position accounts for 0.81% of the portfolio, ranked #26.

DC Investments Management first reported a position in ES in Q4 2017 and has held it in 23 quarters since. The position peaked at $2.17M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

DC Investments Management held 30,471 shares of Eversource Energy worth $2.11M as of Q1 2026.
DC Investments Management left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.81% of DC Investments Management's portfolio in Q1 2026, its #26 holding.
DC Investments Management first reported a position in Eversource Energy in Q4 2017 and has held it in 23 quarters since.
DC Investments Management's Eversource Energy position peaked at $2.17M in Q3 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on DC Investments Management's 13F filing for Q1 2026, filed 14 May 2026.