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Dorsey & Whitney Trust’s Eversource Energy ES Stock Holding History

Dorsey & Whitney 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 		$295K Buy
4,259
+61
+1% +$4.31K 0.02% 573
2025
Q4 		$283K Buy
4,198
+190
+5% +$13.3K 0.01% 579
2025
Q3 		$285K Sell
4,008
-54
-1% -$3.54K 0.02% 553
2025
Q2 		$258K Buy
4,062
+520
+15% +$32K 0.01% 576
2025
Q1 		$220K Sell
3,542
-41
-1% -$2.45K 0.01% 615
2024
Q4 		$206K Sell
3,583
-108
-3% -$6.73K 0.01% 641
2024
Q3 		$251K Sell
3,691
-783
-18% -$50.6K 0.01% 579
2024
Q2 		$254K Sell
4,474
-1,514
-25% -$89.8K 0.02% 528
2024
Q1 		$358K Sell
5,988
-350
-6% -$20.1K 0.02% 424
2023
Q4 		$391K Buy
6,338
+1,281
+25% +$73.8K 0.03% 392
2023
Q3 		$294K Buy
5,057
+1,237
+32% +$82.5K 0.03% 428
2023
Q2 		$271K Sell
3,820
-490
-11% -$36.5K 0.02% 464
2023
Q1 		$337K Buy
+4,310
New +$340K 0.03% 403

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

Dorsey & Whitney Trust's ES Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its Eversource Energy (ES) stake by 1.5% in Q1 2026, buying an estimated $4.31K and bringing the position to 4,259 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #573.

Dorsey & Whitney Trust first reported a position in ES in Q1 2023 and has held it in 13 quarters since. The position peaked at $391K in Q4 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Dorsey & Whitney Trust held 4,259 shares of Eversource Energy worth $295K as of Q1 2026.
  • Dorsey & Whitney Trust bought 61 Eversource Energy shares in Q1 2026, an estimated $4.31K.
  • Eversource Energy made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #573 holding.
  • Dorsey & Whitney Trust first reported a position in Eversource Energy in Q1 2023 and has held it in 13 quarters since.
  • Dorsey & Whitney Trust's Eversource Energy position peaked at $391K in Q4 2023.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.