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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 $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

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.