F/M Investments’s Eversource Energy ES Stock Holding History

F/M Investments’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	–	Sell	-72,086	Closed	-$4.85M	–	366
2025 Q4	$4.85M	Buy	+72,086	New	+$5.06M	0.18%	135

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

F/M Investments's ES Position: Q1 2026 in Review

F/M Investments sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 72,086 shares — an estimated $4.85M sold.

F/M Investments first reported a position in ES in Q4 2025 and held it in 1 quarter. The position peaked at $4.85M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold ES as of Q1 2026.

F/M Investments reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
F/M Investments sold 72,086 Eversource Energy shares in Q1 2026, an estimated $4.85M.
F/M Investments first reported a position in Eversource Energy in Q4 2025 and held it in 1 quarter.
F/M Investments's Eversource Energy position peaked at $4.85M in Q4 2025.
1,070 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.