Inspire Investing’s Eversource Energy ES Stock Holding History

Inspire Investing’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	$1.04M	Buy	14,999 +14,857	+10,463%	+$1.05M	0.06%	326
2025 Q4	$9.57K	Buy	+142	New	+$9.97K	﹤0.01%	930
2020 Q2	–	Sell	-11,952	Closed	-$935K	–	577
2020 Q1	$935K	Sell	11,952 -4,093	-26%	-$359K	0.37%	40
2019 Q4	$1.36M	Buy	16,045 +443	+3%	+$36.8K	0.49%	38
2019 Q3	$1.33M	Buy	15,602 +2,500	+19%	+$199K	0.51%	33
2019 Q2	$993K	Buy	13,102 +766	+6%	+$56K	0.42%	46
2019 Q1	$875K	Buy	12,336 +2,803	+29%	+$193K	0.41%	50
2018 Q4	$620K	Buy	9,533 +322	+3%	+$21K	0.42%	46
2018 Q3	$566K	Buy	9,211 +1,329	+17%	+$81.3K	0.35%	53
2018 Q2	$462K	Buy	7,882 +3,614	+85%	+$208K	0.33%	66
2018 Q1	$251K	Buy	4,268 +1,523	+55%	+$90.1K	0.26%	90
2017 Q4	$173K	Buy	+2,745	New	+$174K	0.15%	161

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

Inspire Investing's ES Position: Q1 2026 in Review

Inspire Investing increased its Eversource Energy (ES) stake by 10,463% in Q1 2026, buying an estimated $1.05M and bringing the position to 14,999 shares worth $1.04M. The position accounts for 0.06% of the portfolio, ranked #326.

Inspire Investing first reported a position in ES in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Inspire Investing held 14,999 shares of Eversource Energy worth $1.04M as of Q1 2026.
Inspire Investing bought 14,857 Eversource Energy shares in Q1 2026, an estimated $1.05M.
Eversource Energy made up 0.06% of Inspire Investing's portfolio in Q1 2026, its #326 holding.
Inspire Investing first reported a position in Eversource Energy in Q4 2017 and has held it in 12 quarters since.
Inspire Investing's Eversource Energy position peaked at $1.36M in Q4 2019.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.