EI
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Ellevest Inc’s Eversource Energy ES Stock Holding History

Ellevest Inc’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 		$519K Sell
7,150
-1,338
-16% -$92.7K 0.06% 249
2026
Q1 		$588K Sell
8,488
-184
-2% -$13K 0.08% 179
2025
Q4 		$584K Sell
8,672
-751
-8% -$52.7K 0.08% 183
2025
Q3 		$670K Buy
+9,423
New +$618K 0.1% 157
2023
Q2 		– Sell
-1,430
Closed -$112K – 747
2023
Q1 		$112K Buy
1,430
+782
+121% +$61.8K 0.01% 422
2022
Q4 		$54.3K Sell
648
-78
-11% -$6.19K ﹤0.01% 585
2022
Q3 		$57K Buy
726
+414
+133% +$36.5K 0.01% 544
2022
Q2 		$26K Sell
312
-76
-20% -$6.75K ﹤0.01% 710
2022
Q1 		$34K Buy
388
+333
+605% +$28.5K ﹤0.01% 620
2021
Q4 		$5K Sell
55
-91
-62% -$7.83K ﹤0.01% 992
2021
Q3 		$12K Buy
146
+70
+92% +$6.08K ﹤0.01% 787
2021
Q2 		$6K Sell
76
-525
-87% -$44.2K ﹤0.01% 862
2021
Q1 		$52K Buy
601
+77
+15% +$6.54K 0.01% 462
2020
Q4 		$45K Buy
524
+293
+127% +$26.1K 0.01% 483
2020
Q3 		$19K Buy
231
+108
+88% +$9.25K ﹤0.01% 526
2020
Q2 		$10K Buy
123
+94
+324% +$7.78K ﹤0.01% 615
2020
Q1 		$2K Buy
+29
New +$2.54K ﹤0.01% 761
2019
Q2 		– Sell
-81
Closed -$6K – 408
2019
Q1 		$6K Buy
+81
New +$5.58K ﹤0.01% 221

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ellevest Inc's ES Position: Q2 2026 in Review

Ellevest Inc reduced its Eversource Energy (ES) stake by 16% in Q2 2026, selling an estimated $92.7K and leaving 7,150 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #249.

Ellevest Inc first reported a position in ES in Q1 2019 and has held it in 18 quarters since. The position peaked at $670K in Q3 2025. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Ellevest Inc held 7,150 shares of Eversource Energy worth $519K as of Q2 2026.
  • Ellevest Inc sold 1,338 Eversource Energy shares in Q2 2026, an estimated $92.7K.
  • Eversource Energy made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #249 holding.
  • Ellevest Inc first reported a position in Eversource Energy in Q1 2019 and has held it in 18 quarters since.
  • Ellevest Inc's Eversource Energy position peaked at $670K in Q3 2025.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.