EF
ES icon

Empowered Funds’s Eversource Energy ES Stock Holding History

Empowered Funds’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 		$3.44M Buy
49,699
+27,090
+120% +$1.91M 0.02% 815
2025
Q4 		$1.52M Buy
22,609
+1,401
+7% +$98.4K 0.03% 564
2025
Q3 		$1.51M Buy
21,208
+2,855
+16% +$187K 0.02% 1032
2025
Q2 		$1.17M Buy
18,353
+2,204
+14% +$136K 0.01% 1027
2025
Q1 		$1M Buy
16,149
+1,319
+9% +$78.7K 0.01% 995
2024
Q4 		$852K Buy
14,830
+5,441
+58% +$339K 0.01% 1012
2024
Q3 		$639K Buy
9,389
+4,065
+76% +$263K 0.01% 1026
2024
Q2 		$302K Sell
5,324
-16,994
-76% -$1.01M 0.01% 1206
2024
Q1 		$1.33M Sell
22,318
-10,739
-32% -$617K 0.02% 751
2023
Q4 		$2.04M Buy
33,057
+16,758
+103% +$966K 0.05% 508
2023
Q3 		$948K Buy
16,299
+13,401
+462% +$893K 0.03% 683
2023
Q2 		$206K Buy
+2,898
New +$216K 0.01% 1068

Other funds holding ES

BlackRock
BlackRock New York $5.7T 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