Kovitz Investment Group Partners
ES icon

Kovitz Investment Group Partners’s Eversource Energy ES Stock Holding History

Kovitz Investment Group Partners’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 		$639K Buy
8,839
+11
+0.1% +$762 0.01% 364
2026
Q1 		$612K Sell
8,828
-1
-0% -$71 0.01% 374
2025
Q4 		$595K Sell
8,829
-15,107
-63% -$1.06M 0.01% 378
2025
Q3 		$1.7M Buy
23,936
+4,547
+23% +$298K 0.01% 704
2025
Q2 		$1.23M Buy
19,389
+517
+3% +$31.9K 0.01% 750
2025
Q1 		$1.17M Buy
18,872
+1,278
+7% +$76.2K 0.01% 700
2024
Q4 		$1.01M Buy
17,594
+487
+3% +$30.4K 0.01% 715
2024
Q3 		$663K Buy
17,107
+7,513
+78% +$486K ﹤0.01% 710
2024
Q2 		$544K Buy
+9,594
New +$569K ﹤0.01% 642

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

Kovitz Investment Group Partners's ES Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Eversource Energy (ES) stake by 0.12% in Q2 2026, buying an estimated $762 and bringing the position to 8,839 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #364.

Kovitz Investment Group Partners first reported a position in ES in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.7M in Q3 2025. 1,120 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Kovitz Investment Group Partners held 8,839 shares of Eversource Energy worth $639K as of Q2 2026.
  • Kovitz Investment Group Partners bought 11 Eversource Energy shares in Q2 2026, an estimated $762.
  • Eversource Energy made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #364 holding.
  • Kovitz Investment Group Partners first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
  • Kovitz Investment Group Partners's Eversource Energy position peaked at $1.7M in Q3 2025.
  • 1,120 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.