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Kempner Capital Management’s Eversource Energy ES Stock Holding History

Kempner Capital 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
2025
Q2 		– Sell
-58,528
Closed -$3.63M – 47
2025
Q1 		$3.63M Hold
58,528
– – 2.05% 27
2024
Q4 		$3.36M Hold
58,528
– – 1.84% 30
2024
Q3 		$3.98M Hold
58,528
– – 2.04% 26
2024
Q2 		$3.32M Hold
58,528
– – 1.76% 27
2024
Q1 		$3.5M Sell
58,528
-2
-0% -$115 1.9% 27
2023
Q4 		$3.61M Buy
+58,530
New +$3.37M 2.02% 26

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kempner Capital Management's ES Position: Q2 2025 in Review

Kempner Capital Management sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 58,528 shares — an estimated $3.63M sold.

Kempner Capital Management first reported a position in ES in Q4 2023 and held it in 6 quarters. The position peaked at $3.98M in Q3 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Kempner Capital Management reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Kempner Capital Management sold 58,528 Eversource Energy shares in Q2 2025, an estimated $3.63M.
  • Kempner Capital Management first reported a position in Eversource Energy in Q4 2023 and held it in 6 quarters.
  • Kempner Capital Management's Eversource Energy position peaked at $3.98M in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Kempner Capital Management's 13F filing for Q2 2025, filed 15 Jul 2025.