Fulcrum Asset Management’s Eversource Energy ES Stock Holding History

Fulcrum Asset 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	$3.36M	Sell	45,525 -20,201	-31%	-$1.4M	0.33%	77
2026 Q1	$4.5M	Buy	65,726 +2,390	+4%	+$169K	0.68%	39
2025 Q4	$4.28M	Sell	63,336 -5,987	-9%	-$420K	1.19%	19
2025 Q3	$4.93M	Buy	69,323 +5,661	+9%	+$371K	1.37%	18
2025 Q2	$4.05M	Buy	+63,662	New	+$3.92M	1.16%	22
2022 Q1	–	Hold	0	–	–	–	94
2021 Q4	–	Hold	0	–	–	–	117
2021 Q3	–	Hold	0	–	–	–	118
2021 Q1	–	Hold	0	–	–	–	38
2020 Q4	–	Hold	0	–	–	–	8
2020 Q3	–	Sell	-57,805	Closed	-$4.95M	–	16
2020 Q2	$5.11M	Buy	+57,805	New	+$4.79M	1.71%	8

Other funds holding ES

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fulcrum Asset Management's ES Position: Q2 2026 in Review

Fulcrum Asset Management reduced its Eversource Energy (ES) stake by 31% in Q2 2026, selling an estimated $1.4M and leaving 45,525 shares worth $3.36M. The position accounts for 0.33% of the portfolio, ranked #77.

Fulcrum Asset Management first reported a position in ES in Q2 2020 and has held it in 6 quarters since. The position peaked at $5.11M in Q2 2020. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Fulcrum Asset Management held 45,525 shares of Eversource Energy worth $3.36M as of Q2 2026.
Fulcrum Asset Management sold 20,201 Eversource Energy shares in Q2 2026, an estimated $1.4M.
Eversource Energy made up 0.33% of Fulcrum Asset Management's portfolio in Q2 2026, its #77 holding.
Fulcrum Asset Management first reported a position in Eversource Energy in Q2 2020 and has held it in 6 quarters since.
Fulcrum Asset Management's Eversource Energy position peaked at $5.11M in Q2 2020.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.