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Edmond de Rothschild Holding’s Eversource Energy ES Stock Holding History

Edmond de Rothschild Holding’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
Q2 		$26K Buy
+360
New +$24.9K ﹤0.01% 540
2024
Q1 		– Sell
-1,045
Closed -$64.5K – 686
2023
Q4 		$64.5K Sell
1,045
-121
-10% -$6.98K ﹤0.01% 552
2023
Q3 		$67.8K Sell
1,166
-94
-7% -$6.27K ﹤0.01% 532
2023
Q2 		$89.4K Sell
1,260
-99
-7% -$7.37K ﹤0.01% 522
2023
Q1 		$106K Buy
1,359
+148
+12% +$11.7K ﹤0.01% 504
2022
Q4 		$102K Buy
1,211
+149
+14% +$11.8K ﹤0.01% 557
2022
Q3 		$83K Buy
+1,062
New +$93.6K ﹤0.01% 594
2018
Q3 		– Sell
-21,700
Closed -$1.27M – 751
2018
Q2 		$1.27M Buy
21,700
+5,100
+31% +$294K 0.04% 243
2018
Q1 		$978K Sell
16,600
-4,322
-21% -$256K 0.03% 277
2017
Q4 		$1.32M Sell
20,922
-11,400
-35% -$721K 0.04% 239
2017
Q3 		$1.95M Buy
32,322
+8,322
+35% +$513K 0.06% 205
2017
Q2 		$1.46M Buy
24,000
+4,000
+20% +$243K 0.04% 243
2017
Q1 		$1.18M Sell
20,000
-4,000
-17% -$227K 0.03% 265
2016
Q4 		$1.33M Sell
24,000
-5,000
-17% -$267K 0.04% 244
2016
Q3 		$1.57M Buy
29,000
+6,000
+26% +$339K 0.05% 222
2016
Q2 		$1.38M Hold
23,000
– – 0.04% 232
2016
Q1 		$1.34M Sell
23,000
-4,000
-15% -$218K 0.04% 235
2015
Q4 		$1.38M Hold
27,000
– – 0.04% 238
2015
Q3 		$1.37M Hold
27,000
– – 0.03% 250
2015
Q2 		$1.23M Buy
+27,000
New +$1.31M 0.03% 267

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Edmond de Rothschild Holding's ES Position: Q2 2026 in Review

Edmond de Rothschild Holding opened a new position in Eversource Energy (ES) in Q2 2026: 360 shares worth $26K. The stake represents ﹤0.01% of the portfolio and ranks #540 among its holdings. This is a return to the name: Edmond de Rothschild Holding previously reported a position in ES as recently as Q4 2023.

Edmond de Rothschild Holding first reported a position in ES in Q2 2015 and has held it in 20 quarters since. The position peaked at $1.95M in Q3 2017. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Edmond de Rothschild Holding held 360 shares of Eversource Energy worth $26K as of Q2 2026.
  • Eversource Energy was a new Edmond de Rothschild Holding position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #540 holding.
  • Edmond de Rothschild Holding first reported a position in Eversource Energy in Q2 2015 and has held it in 20 quarters since.
  • Edmond de Rothschild Holding's Eversource Energy position peaked at $1.95M in Q3 2017.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.