Diversified Trust’s Eversource Energy ES Stock Holding History

Diversified 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	–	Sell	-9,411	Closed	-$634K	–	1078
2025 Q4	$634K	Buy	+9,411	New	+$661K	0.01%	591

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

Diversified Trust's ES Position: Q1 2026 in Review

Diversified Trust sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 9,411 shares — an estimated $634K sold.

Diversified Trust first reported a position in ES in Q4 2025 and held it in 1 quarter. The position peaked at $634K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Diversified Trust reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
Diversified Trust sold 9,411 Eversource Energy shares in Q1 2026, an estimated $634K.
Diversified Trust first reported a position in Eversource Energy in Q4 2025 and held it in 1 quarter.
Diversified Trust's Eversource Energy position peaked at $634K in Q4 2025.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.