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Evergreen Capital Management’s Eversource Energy ES Stock Holding History

Evergreen Capital Management’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 		$589K Sell
8,149
-1,346
-14% -$93.2K 0.01% 814
2026
Q1 		$658K Buy
9,495
+682
+8% +$48.2K 0.01% 642
2025
Q4 		$593K Sell
8,813
-284
-3% -$19.9K 0.01% 652
2025
Q3 		$647K Sell
9,097
-81
-0.9% -$5.31K 0.02% 542
2025
Q2 		$584K Sell
9,178
-989
-10% -$60.9K 0.02% 497
2025
Q1 		$631K Buy
10,167
+2,279
+29% +$136K 0.02% 432
2024
Q4 		$453K Buy
7,888
+594
+8% +$37K 0.01% 545
2024
Q3 		$496K Buy
7,294
+638
+10% +$41.2K 0.02% 501
2024
Q2 		$377K Sell
6,656
-376
-5% -$22.3K 0.01% 565
2024
Q1 		$420K Sell
7,032
-2,001
-22% -$115K 0.02% 492
2023
Q4 		$558K Buy
9,033
+4,646
+106% +$268K 0.02% 398
2023
Q3 		$255K Buy
+4,387
New +$292K 0.01% 620

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

Evergreen Capital Management's ES Position: Q2 2026 in Review

Evergreen Capital Management reduced its Eversource Energy (ES) stake by 14% in Q2 2026, selling an estimated $93.2K and leaving 8,149 shares worth $589K. The position accounts for 0.01% of the portfolio, ranked #814.

Evergreen Capital Management first reported a position in ES in Q3 2023 and has held it in 12 quarters since. The position peaked at $658K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Evergreen Capital Management held 8,149 shares of Eversource Energy worth $589K as of Q2 2026.
  • Evergreen Capital Management sold 1,346 Eversource Energy shares in Q2 2026, an estimated $93.2K.
  • Eversource Energy made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #814 holding.
  • Evergreen Capital Management first reported a position in Eversource Energy in Q3 2023 and has held it in 12 quarters since.
  • Evergreen Capital Management's Eversource Energy position peaked at $658K in Q1 2026.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.