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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
Q2 		$558K Sell
7,720
-11,626
-60% -$805K 0.14% 286
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
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

InceptionR's ES Position: Q2 2026 in Review

InceptionR reduced its Eversource Energy (ES) stake by 60% in Q2 2026, selling an estimated $805K and leaving 7,720 shares worth $558K. The position accounts for 0.14% of the portfolio, ranked #286.

InceptionR first reported a position in ES in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.63M in Q4 2024. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • InceptionR held 7,720 shares of Eversource Energy worth $558K as of Q2 2026.
  • InceptionR sold 11,626 Eversource Energy shares in Q2 2026, an estimated $805K.
  • Eversource Energy made up 0.14% of InceptionR's portfolio in Q2 2026, its #286 holding.
  • InceptionR first reported a position in Eversource Energy in Q4 2022 and has held it in 10 quarters since.
  • InceptionR's Eversource Energy position peaked at $1.63M in Q4 2024.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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