Genus Capital Management’s Eversource Energy ES Stock Holding History

Genus Capital 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 Q3	$2.69M	Sell	41,880 -460	-1%	-$32.7K	0.27%	108
2026 Q2	$3.06M	Sell	42,340 -20	-0%	-$1.38K	0.3%	91
2026 Q1	$2.93M	Buy	42,360 +18,360	+77%	+$1.3M	0.34%	93
2025 Q4	$1.62M	Sell	24,000 -9,100	-27%	-$639K	0.19%	116
2025 Q3	$2.35M	Sell	33,100 -13,300	-29%	-$872K	0.27%	108
2025 Q2	$2.95M	Buy	46,400 +19,300	+71%	+$1.19M	0.38%	82
2025 Q1	$1.68M	Buy	+27,100	New	+$1.62M	0.24%	99

Other funds holding ES

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Genus Capital Management's ES Position: Q3 2026 in Review

Genus Capital Management reduced its Eversource Energy (ES) stake by 1.1% in Q3 2026, selling an estimated $32.7K and leaving 41,880 shares worth $2.69M. The position accounts for 0.27% of the portfolio, ranked #108.

Genus Capital Management first reported a position in ES in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.06M in Q2 2026. 637 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Genus Capital Management held 41,880 shares of Eversource Energy worth $2.69M as of Q3 2026.
Genus Capital Management sold 460 Eversource Energy shares in Q3 2026, an estimated $32.7K.
Eversource Energy made up 0.27% of Genus Capital Management's portfolio in Q3 2026, its #108 holding.
Genus Capital Management first reported a position in Eversource Energy in Q1 2025 and has held it in 7 quarters since.
Genus Capital Management's Eversource Energy position peaked at $3.06M in Q2 2026.
637 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Genus Capital Management's 13F filing for Q3 2026, filed 4 Nov 2026.