E.S. Barr & Co’s Eversource Energy ES Stock Holding History

E.S. Barr & Co’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	-9,208	Closed	-$620K	–	117
2025 Q4	$620K	Buy	+9,208	New	+$647K	0.03%	72

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

E.S. Barr & Co's ES Position: Q1 2026 in Review

E.S. Barr & Co sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 9,208 shares — an estimated $620K sold.

E.S. Barr & Co first reported a position in ES in Q4 2025 and held it in 1 quarter. The position peaked at $620K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold ES as of Q1 2026.

E.S. Barr & Co reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
E.S. Barr & Co sold 9,208 Eversource Energy shares in Q1 2026, an estimated $620K.
E.S. Barr & Co first reported a position in Eversource Energy in Q4 2025 and held it in 1 quarter.
E.S. Barr & Co's Eversource Energy position peaked at $620K in Q4 2025.
1,069 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on E.S. Barr & Co's 13F filing for Q1 2026, filed 13 May 2026.