Horizon Investment Services’s Eversource Energy ES Stock Holding History

Horizon Investment Services’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	$255K	Sell	3,675 -154	-4%	-$10.9K	0.09%	122
2025 Q4	$258K	Buy	3,829 +257	+7%	+$18K	0.09%	119
2025 Q3	$254K	Buy	3,572 +193	+6%	+$12.7K	0.1%	113
2025 Q2	$215K	Buy	+3,379	New	+$208K	0.09%	115
2018 Q2	–	Sell	-13,543	Closed	-$798K	–	99
2018 Q1	$798K	Buy	13,543 +64	+0.5%	+$3.79K	0.36%	55
2017 Q4	$852K	Buy	13,479 +81	+0.6%	+$5.12K	0.35%	56
2017 Q3	$810K	Buy	13,398 +956	+8%	+$59K	0.34%	59
2017 Q2	$755K	Buy	12,442 +1,082	+10%	+$65.7K	0.34%	58
2017 Q1	$668K	Buy	+11,360	New	+$646K	0.3%	65

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

Horizon Investment Services's ES Position: Q1 2026 in Review

Horizon Investment Services reduced its Eversource Energy (ES) stake by 4% in Q1 2026, selling an estimated $10.9K and leaving 3,675 shares worth $255K. The position accounts for 0.09% of the portfolio, ranked #122.

Horizon Investment Services first reported a position in ES in Q1 2017 and has held it in 9 quarters since. The position peaked at $852K in Q4 2017. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Horizon Investment Services held 3,675 shares of Eversource Energy worth $255K as of Q1 2026.
Horizon Investment Services sold 154 Eversource Energy shares in Q1 2026, an estimated $10.9K.
Eversource Energy made up 0.09% of Horizon Investment Services's portfolio in Q1 2026, its #122 holding.
Horizon Investment Services first reported a position in Eversource Energy in Q1 2017 and has held it in 9 quarters since.
Horizon Investment Services's Eversource Energy position peaked at $852K in Q4 2017.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Horizon Investment Services's 13F filing for Q1 2026, filed 15 May 2026.