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GKIM
GW&K Investment Management’s
Eversource Energy
ES
Stock Holding History
GW&K Investment 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
$21K
Sell
297
-1
-0.3%
-$71
﹤0.01%
760
2025
Q4
$20K
Buy
298
+11
+4%
+$772
﹤0.01%
743
2025
Q3
$20K
Sell
287
-3
-1%
-$197
﹤0.01%
741
2025
Q2
$18K
Buy
290
+49
+20%
+$3.02K
﹤0.01%
739
2025
Q1
$15K
Sell
241
-10
-4%
-$597
﹤0.01%
711
2024
Q4
$14K
Buy
251
+23
+10%
+$1.43K
﹤0.01%
691
2024
Q3
$16K
Sell
228
-9
-4%
-$582
﹤0.01%
644
2024
Q2
$13K
Buy
237
+26
+12%
+$1.54K
﹤0.01%
652
2024
Q1
$13K
Buy
211
+51
+32%
+$2.93K
﹤0.01%
620
2023
Q4
$10K
Sell
160
-50
-24%
-$2.88K
﹤0.01%
670
2023
Q3
$12K
Buy
210
+94
+81%
+$6.27K
﹤0.01%
572
2023
Q2
$8K
Buy
+116
New
+$8.64K
﹤0.01%
667
2022
Q3
–
Sell
-838
Closed
-$71K
–
541
2022
Q2
$71K
Buy
838
+4
+0.5%
+$355
﹤0.01%
364
2022
Q1
$74K
Buy
+834
New
+$71.3K
﹤0.01%
362
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1-Year Est. Return
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$2.9T AUM
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1-Year Est. Return
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$4.04T AUM
VPM
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$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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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