InceptionR’s Eversource Energy ES Stock Holding History

InceptionR’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	$1.34M	Buy	+19,346	New	+$1.37M	0.32%	77
2025 Q4	–	Sell	-3,718	Closed	-$264K	–	680
2025 Q3	$264K	Sell	3,718 -13,154	-78%	-$862K	0.06%	503
2025 Q2	$1.07M	Buy	+16,872	New	+$1.04M	0.25%	136
2025 Q1	–	Sell	-28,377	Closed	-$1.63M	–	633
2024 Q4	$1.63M	Buy	28,377 +16,271	+134%	+$1.01M	0.36%	62
2024 Q3	$824K	Buy	+12,106	New	+$782K	0.2%	188
2024 Q2	–	Sell	-21,140	Closed	-$1.26M	–	671
2024 Q1	$1.26M	Buy	21,140 +16,659	+372%	+$958K	0.33%	87
2023 Q4	$277K	Buy	+4,481	New	+$258K	0.2%	241
2023 Q2	–	Sell	-19,949	Closed	-$1.56M	–	476
2023 Q1	$1.56M	Buy	19,949 +16,252	+440%	+$1.28M	0.5%	42
2022 Q4	$310K	Buy	+3,697	New	+$293K	0.16%	278

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

InceptionR's ES Position: Q1 2026 in Review

InceptionR opened a new position in Eversource Energy (ES) in Q1 2026: 19,346 shares worth $1.34M. The stake represents 0.32% of the portfolio and ranks #77 among its holdings. This is a return to the name: InceptionR previously reported a position in ES as recently as Q3 2025.

InceptionR first reported a position in ES in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.63M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

InceptionR held 19,346 shares of Eversource Energy worth $1.34M as of Q1 2026.
Eversource Energy was a new InceptionR position in Q1 2026.
Eversource Energy made up 0.32% of InceptionR's portfolio in Q1 2026, its #77 holding.
InceptionR first reported a position in Eversource Energy in Q4 2022 and has held it in 9 quarters since.
InceptionR's Eversource Energy position peaked at $1.63M in Q4 2024.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.