IC
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IEQ Capital’s Eversource Energy ES Stock Holding History

IEQ Capital’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
Q2 		$43M Buy
595,400
+290,667
+95% +$20.1M 0.2% 88
2026
Q1 		$21.1M Buy
304,733
+92,014
+43% +$6.5M 0.1% 204
2025
Q4 		$14.3M Sell
212,719
-23,052
-10% -$1.62M 0.04% 265
2025
Q3 		$16.8M Buy
235,771
+185,884
+373% +$12.2M 0.05% 211
2025
Q2 		$3.17M Buy
49,887
+11,742
+31% +$724K 0.02% 542
2025
Q1 		$2.37M Buy
38,145
+7,909
+26% +$472K 0.02% 540
2024
Q4 		$1.74M Sell
30,236
-5,928
-16% -$369K 0.02% 531
2024
Q3 		$2.46M Buy
36,164
+11,105
+44% +$718K 0.03% 331
2024
Q2 		$1.42M Buy
25,059
+3,914
+19% +$232K 0.02% 410
2024
Q1 		$1.26M Buy
21,145
+7,618
+56% +$438K 0.02% 412
2023
Q4 		$835K Sell
13,527
-14,575
-52% -$840K 0.01% 465
2023
Q3 		$1.63M Buy
28,102
+19,972
+246% +$1.33M 0.03% 297
2023
Q2 		$577K Buy
8,130
+3,068
+61% +$228K 0.01% 519
2023
Q1 		$396K Buy
5,062
+1,772
+54% +$140K 0.01% 641
2022
Q4 		$276K Sell
3,290
-4,012
-55% -$318K 0.01% 655
2022
Q3 		$569K Buy
7,302
+3,311
+83% +$292K 0.02% 499
2022
Q2 		$337K Buy
3,991
+333
+9% +$29.6K 0.01% 576
2022
Q1 		$323K Buy
3,658
+198
+6% +$16.9K 0.01% 619
2021
Q4 		$315K Buy
3,460
+637
+23% +$54.8K 0.01% 575
2021
Q3 		$231K Buy
+2,823
New +$245K 0.01% 632
2020
Q2 		– Sell
-6,407
Closed -$502K – 352
2020
Q1 		$502K Buy
+6,407
New +$562K 0.04% 205

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

IEQ Capital's ES Position: Q2 2026 in Review

IEQ Capital increased its Eversource Energy (ES) stake by 95% in Q2 2026, buying an estimated $20.1M and bringing the position to 595,400 shares worth $43M. The position accounts for 0.2% of the portfolio, ranked #88.

IEQ Capital first reported a position in ES in Q1 2020 and has held it in 21 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • IEQ Capital held 595,400 shares of Eversource Energy worth $43M as of Q2 2026.
  • IEQ Capital bought 290,667 Eversource Energy shares in Q2 2026, an estimated $20.1M.
  • Eversource Energy made up 0.2% of IEQ Capital's portfolio in Q2 2026, its #88 holding.
  • IEQ Capital first reported a position in Eversource Energy in Q1 2020 and has held it in 21 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.