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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fulcrum Asset Management's ES Position: Q1 2026 in Review

Fulcrum Asset Management increased its Eversource Energy (ES) stake by 3.8% in Q1 2026, buying an estimated $169K and bringing the position to 65,726 shares worth $4.5M. The position accounts for 0.68% of the portfolio, ranked #39.

Fulcrum Asset Management first reported a position in ES in Q2 2020 and has held it in 5 quarters since. The position peaked at $5.11M in Q2 2020. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Fulcrum Asset Management held 65,726 shares of Eversource Energy worth $4.5M as of Q1 2026.
Fulcrum Asset Management bought 2,390 Eversource Energy shares in Q1 2026, an estimated $169K.
Eversource Energy made up 0.68% of Fulcrum Asset Management's portfolio in Q1 2026, its #39 holding.
Fulcrum Asset Management first reported a position in Eversource Energy in Q2 2020 and has held it in 5 quarters since.
Fulcrum Asset Management's Eversource Energy position peaked at $5.11M in Q2 2020.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.