EF
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Empirical Finance’s Eversource Energy ES Stock Holding History

Empirical Finance’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 		$903K Buy
12,493
+447
+4% +$31K 0.04% 326
2026
Q1 		$835K Sell
12,046
-7
-0.1% -$495 0.04% 334
2025
Q4 		$812K Sell
12,053
-503
-4% -$35.3K 0.04% 326
2025
Q3 		$893K Buy
12,556
+129
+1% +$8.46K 0.04% 330
2025
Q2 		$791K Buy
12,427
+88
+0.7% +$5.42K 0.04% 351
2025
Q1 		$766K Buy
12,339
+450
+4% +$26.8K 0.05% 327
2024
Q4 		$683K Sell
11,889
-150
-1% -$9.35K 0.04% 345
2024
Q3 		$819K Buy
12,039
+267
+2% +$17.3K 0.05% 314
2024
Q2 		$668K Sell
11,772
-772
-6% -$45.8K 0.04% 332
2024
Q1 		$750K Buy
12,544
+425
+4% +$24.4K 0.05% 328
2023
Q4 		$748K Buy
12,119
+92
+0.8% +$5.3K 0.05% 310
2023
Q3 		$699K Buy
12,027
+1,202
+11% +$80.1K 0.05% 304
2023
Q2 		$768K Buy
10,825
+1,289
+14% +$96K 0.06% 286
2023
Q1 		$746K Buy
9,536
+504
+6% +$39.8K 0.07% 272
2022
Q4 		$757K Buy
9,032
+725
+9% +$57.5K 0.08% 256
2022
Q3 		$648K Buy
8,307
+1,373
+20% +$121K 0.08% 254
2022
Q2 		$586K Buy
6,934
+375
+6% +$33.3K 0.07% 247
2022
Q1 		$578K Buy
6,559
+739
+13% +$63.2K 0.06% 277
2021
Q4 		$530K Buy
5,820
+1,589
+38% +$137K 0.06% 281
2021
Q3 		$346K Buy
4,231
+246
+6% +$21.4K 0.05% 324
2021
Q2 		$320K Buy
3,985
+634
+19% +$53.4K 0.05% 322
2021
Q1 		$290K Hold
3,351
– – 0.05% 273
2020
Q4 		$290K Buy
3,351
+603
+22% +$53.7K 0.05% 273
2020
Q3 		$230K Buy
+2,748
New +$235K 0.05% 259
2017
Q1 		– Sell
-139
Closed -$8K – 242
2016
Q4 		$8K Buy
+139
New +$7.43K 0.01% 423

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

Empirical Finance's ES Position: Q2 2026 in Review

Empirical Finance increased its Eversource Energy (ES) stake by 3.7% in Q2 2026, buying an estimated $31K and bringing the position to 12,493 shares worth $903K. The position accounts for 0.04% of the portfolio, ranked #326.

Empirical Finance first reported a position in ES in Q4 2016 and has held it in 25 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Empirical Finance held 12,493 shares of Eversource Energy worth $903K as of Q2 2026.
  • Empirical Finance bought 447 Eversource Energy shares in Q2 2026, an estimated $31K.
  • Eversource Energy made up 0.04% of Empirical Finance's portfolio in Q2 2026, its #326 holding.
  • Empirical Finance first reported a position in Eversource Energy in Q4 2016 and has held it in 25 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.