Horizon Investments’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.41M | Sell |
34,726
-8,541
| -20% | -$604K | 0.03% | 436 |
|
|
2025
Q4 | $2.91M | Buy |
43,267
+37,589
| +662% | +$2.64M | 0.04% | 381 |
|
|
2025
Q3 | $404K | Sell |
5,678
-91
| -2% | -$5.97K | 0.01% | 862 |
|
|
2025
Q2 | $367K | Buy |
5,769
+507
| +10% | +$31.2K | 0.01% | 850 |
|
|
2025
Q1 | $327K | Buy |
5,262
+373
| +8% | +$22.3K | 0.01% | 448 |
|
|
2024
Q4 | $281K | Buy |
4,889
+40
| +0.8% | +$2.49K | 0.01% | 471 |
|
|
2024
Q3 | $330K | Sell |
4,849
-204
| -4% | -$13.2K | 0.01% | 436 |
|
|
2024
Q2 | $287K | Buy |
5,053
+97
| +2% | +$5.75K | 0.01% | 460 |
|
|
2024
Q1 | $293K | Buy |
4,956
+44
| +0.9% | +$2.53K | 0.01% | 451 |
|
|
2023
Q4 | $303K | Buy |
4,912
+157
| +3% | +$9.05K | 0.01% | 417 |
|
|
2023
Q3 | $277K | Buy |
4,755
+65
| +1% | +$4.33K | 0.01% | 426 |
|
|
2023
Q2 | $333K | Buy |
4,690
+423
| +10% | +$31.5K | 0.01% | 398 |
|
|
2023
Q1 | $334K | Sell |
4,267
-1,491
| -26% | -$118K | 0.01% | 376 |
|
|
2022
Q4 | $483K | Sell |
5,758
-716
| -11% | -$56.8K | 0.01% | 378 |
|
|
2022
Q3 | $505K | Buy |
6,474
+3,437
| +113% | +$303K | 0.02% | 325 |
|
|
2022
Q2 | $257K | Buy |
3,037
+2
| +0.1% | +$178 | 0.01% | 403 |
|
|
2022
Q1 | $268K | Buy |
3,035
+508
| +20% | +$43.4K | 0.01% | 458 |
|
|
2021
Q4 | $230K | Buy |
+2,527
| New | +$217K | 0.01% | 440 |
|
|
2020
Q4 | – | Sell |
-8,588
| Closed | -$718K | – | 184 |
|
|
2020
Q3 | $718K | Buy |
8,588
+1,540
| +22% | +$132K | 0.03% | 219 |
|
|
2020
Q2 | $587K | Buy |
7,048
+2,397
| +52% | +$198K | 0.01% | 310 |
|
|
2020
Q1 | $364K | Sell |
4,651
-3,505
| -43% | -$307K | 0.02% | 217 |
|
|
2019
Q4 | $694K | Buy |
8,156
+5,343
| +190% | +$444K | 0.03% | 219 |
|
|
2019
Q3 | $240K | Sell |
2,813
-284
| -9% | -$22.6K | 0.01% | 323 |
|
|
2019
Q2 | $235K | Sell |
3,097
-16,300
| -84% | -$1.19M | 0.01% | 494 |
|
|
2019
Q1 | $1.38M | Sell |
19,397
-7,482
| -28% | -$515K | 0.05% | 159 |
|
|
2018
Q4 | $1.75M | Buy |
+26,879
| New | +$1.75M | 0.09% | 106 |
|
|
2018
Q1 | – | Sell |
-12,289
| Closed | -$736K | – | 211 |
|
|
2017
Q4 | $736K | Buy |
12,289
+1,531
| +14% | +$96.8K | 0.05% | 123 |
|
|
2017
Q3 | $644K | Sell |
10,758
-4,837
| -31% | -$298K | 0.04% | 112 |
|
|
2017
Q2 | $934K | Buy |
+15,595
| New | +$947K | 0.06% | 80 |
|
Other funds holding ES
VCM
VPM
MAM
Horizon Investments's ES Position: Q1 2026 in Review
Horizon Investments reduced its Eversource Energy (ES) stake by 20% in Q1 2026, selling an estimated $604K and leaving 34,726 shares worth $2.41M. The position accounts for 0.03% of the portfolio, ranked #436.
Horizon Investments first reported a position in ES in Q2 2017 and has held it in 29 quarters since. The position peaked at $2.91M in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- Horizon Investments held 34,726 shares of Eversource Energy worth $2.41M as of Q1 2026.
- Horizon Investments sold 8,541 Eversource Energy shares in Q1 2026, an estimated $604K.
- Eversource Energy made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #436 holding.
- Horizon Investments first reported a position in Eversource Energy in Q2 2017 and has held it in 29 quarters since.
- Horizon Investments's Eversource Energy position peaked at $2.91M in Q4 2025.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.