Edgemoor Investment Advisors’s Eversource Energy ES Stock Holding History

Edgemoor Investment Advisors’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	$5.72M	Buy	82,511 +6,574	+9%	+$465K	0.45%	47
2025 Q4	$5.11M	Buy	75,937 +3,179	+4%	+$223K	0.4%	48
2025 Q3	$5.18M	Buy	72,758 +6,380	+10%	+$418K	0.4%	51
2025 Q2	$4.22M	Buy	66,378 +3,137	+5%	+$193K	0.36%	53
2025 Q1	$3.93M	Buy	63,241 +44,372	+235%	+$2.65M	0.36%	55
2024 Q4	$1.08M	Hold	18,869	–	–	0.1%	94
2024 Q3	$1.28M	Hold	18,869	–	–	0.11%	88
2024 Q2	$1.07M	Hold	18,869	–	–	0.1%	87
2024 Q1	$1.13M	Hold	18,869	–	–	0.11%	83
2023 Q4	$1.16M	Hold	18,869	–	–	0.12%	83
2023 Q3	$1.1M	Hold	18,869	–	–	0.13%	83
2023 Q2	$1.34M	Hold	18,869	–	–	0.15%	80
2023 Q1	$1.48M	Sell	18,869 -393	-2%	-$31K	0.18%	73
2022 Q4	$1.61M	Hold	19,262	–	–	0.2%	72
2022 Q3	$1.5M	Sell	19,262 -136	-0.7%	-$12K	0.2%	74
2022 Q2	$1.64M	Hold	19,398	–	–	0.21%	75
2022 Q1	$1.71M	Buy	19,398 +136	+0.7%	+$11.6K	0.18%	74
2021 Q4	$1.75M	Sell	19,262 -6	-0%	-$516	0.18%	66
2021 Q3	$1.57M	Sell	19,268 -432	-2%	-$37.5K	0.18%	68
2021 Q2	$1.58M	Hold	19,700	–	–	0.15%	68
2021 Q1	$1.71M	Buy	19,700 +8	+0%	+$679	0.17%	65
2020 Q4	$1.7M	Hold	19,692	–	–	0.19%	64
2020 Q3	$1.65M	Hold	19,692	–	–	0.2%	64
2020 Q2	$1.64M	Hold	19,692	–	–	0.22%	63
2020 Q1	$1.54M	Hold	19,692	–	–	0.25%	61
2019 Q4	$1.68M	Sell	19,692 -413	-2%	-$34.3K	0.19%	72
2019 Q3	$1.72M	Sell	20,105 -1,200	-6%	-$95.4K	0.21%	69
2019 Q2	$1.61M	Hold	21,305	–	–	0.2%	74
2019 Q1	$1.51M	Hold	21,305	–	–	0.2%	73
2018 Q4	$1.39M	Hold	21,305	–	–	0.21%	76
2018 Q3	$1.31M	Hold	21,305	–	–	0.16%	75
2018 Q2	$1.25M	Hold	21,305	–	–	0.17%	76
2018 Q1	$1.25M	Sell	21,305 -3,004	-12%	-$178K	0.17%	77
2017 Q4	$1.48M	Sell	24,309 -330	-1%	-$20.9K	0.19%	73
2017 Q3	$1.49M	Hold	24,639	–	–	0.2%	76
2017 Q2	$1.5M	Sell	24,639 -273	-1%	-$16.6K	0.2%	77
2017 Q1	$1.46M	Hold	24,912	–	–	0.21%	74
2016 Q4	$1.38M	Hold	24,912	–	–	0.21%	72
2016 Q3	$1.35M	Hold	24,912	–	–	0.21%	74
2016 Q2	$1.49M	Hold	24,912	–	–	0.24%	75
2016 Q1	$1.45M	Sell	24,912 -1,478	-6%	-$80.6K	0.23%	77
2015 Q4	$1.35M	Sell	26,390 -200	-0.8%	-$10.2K	0.2%	80
2015 Q3	$1.35M	Hold	26,590	–	–	0.2%	79
2015 Q2	$1.21M	Buy	+26,590	New	+$1.29M	0.18%	81
2015 Q1	–	Sell	-26,590	Closed	-$1.42M	–	138
2014 Q4	$1.42M	Hold	26,590	–	–	0.21%	74
2014 Q3	$1.18M	Hold	26,590	–	–	0.17%	81
2014 Q2	$1.26M	Hold	26,590	–	–	0.19%	82
2014 Q1	$1.21M	Hold	26,590	–	–	0.19%	80
2013 Q4	$1.13M	Sell	26,590 -407	-2%	-$17.1K	0.18%	83
2013 Q3	$1.11M	Hold	26,997	–	–	0.19%	81
2013 Q2	$1.13M	Buy	+26,997	New	+$1.17M	0.2%	86

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

Edgemoor Investment Advisors's ES Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Eversource Energy (ES) stake by 8.7% in Q1 2026, buying an estimated $465K and bringing the position to 82,511 shares worth $5.72M. The position accounts for 0.45% of the portfolio, ranked #47.

Edgemoor Investment Advisors first reported a position in ES in Q2 2013 and has held it in 51 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Edgemoor Investment Advisors held 82,511 shares of Eversource Energy worth $5.72M as of Q1 2026.
Edgemoor Investment Advisors bought 6,574 Eversource Energy shares in Q1 2026, an estimated $465K.
Eversource Energy made up 0.45% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #47 holding.
Edgemoor Investment Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 51 quarters since.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.