FAM
ES icon

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
2025
Q2 		– Sell
-74,475
Closed -$3.44M – 260
2025
Q1 		$3.44M Buy
+74,475
New +$4.44M 0.67% 39

Other funds holding ES

BlackRock
BlackRock New York $5.72T 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

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.