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
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 $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

Ellevest Inc's ES Position: Q1 2026 in Review

Ellevest Inc reduced its Eversource Energy (ES) stake by 2.1% in Q1 2026, selling an estimated $13K and leaving 8,488 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #179.

Ellevest Inc first reported a position in ES in Q1 2019 and has held it in 17 quarters since. The position peaked at $670K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Ellevest Inc held 8,488 shares of Eversource Energy worth $588K as of Q1 2026.
  • Ellevest Inc sold 184 Eversource Energy shares in Q1 2026, an estimated $13K.
  • Eversource Energy made up 0.08% of Ellevest Inc's portfolio in Q1 2026, its #179 holding.
  • Ellevest Inc first reported a position in Eversource Energy in Q1 2019 and has held it in 17 quarters since.
  • Ellevest Inc's Eversource Energy position peaked at $670K in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.