Kayne Anderson Rudnick Investment Management’s Eversource Energy ES Stock Holding History

Kayne Anderson Rudnick Investment Management’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	$45.8K	Sell	661 -11	-2%	-$777	﹤0.01%	597
2025 Q4	$45.2K	Sell	672 -223	-25%	-$15.7K	﹤0.01%	601
2025 Q3	$63.7K	Buy	895 +3	+0.3%	+$197	﹤0.01%	583
2025 Q2	$56.8K	Buy	892 +220	+33%	+$13.6K	﹤0.01%	597
2025 Q1	$41.7K	Sell	672 -24	-3%	-$1.43K	﹤0.01%	597
2024 Q4	$40K	Buy	696 +24	+4%	+$1.5K	﹤0.01%	571
2024 Q3	$45.7K	Buy	672 +661	+6,009%	+$42.7K	﹤0.01%	558
2024 Q2	$624	Hold	11	–	–	﹤0.01%	897
2024 Q1	$657	Hold	11	–	–	﹤0.01%	888
2023 Q4	$679	Buy	+11	New	+$634	﹤0.01%	867

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $178B AUM 37.23% 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

Kayne Anderson Rudnick Investment Management's ES Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Eversource Energy (ES) stake by 1.6% in Q1 2026, selling an estimated $777 and leaving 661 shares worth $45.8K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Kayne Anderson Rudnick Investment Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $63.7K in Q3 2025. 1,067 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 661 shares of Eversource Energy worth $45.8K as of Q1 2026.
Kayne Anderson Rudnick Investment Management sold 11 Eversource Energy shares in Q1 2026, an estimated $777.
Eversource Energy made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #597 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
Kayne Anderson Rudnick Investment Management's Eversource Energy position peaked at $63.7K in Q3 2025.
1,067 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.