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LGT Group Foundation’s Eversource Energy ES Stock Holding History

LGT Group Foundation’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 		$337K Buy
4,867
+1,282
+36% +$90.6K ﹤0.01% 243
2025
Q4 		$242K Hold
3,585
– – ﹤0.01% 275
2025
Q3 		$257K Hold
3,585
– – ﹤0.01% 261
2025
Q2 		$228K Hold
3,585
– – ﹤0.01% 273
2025
Q1 		$223K Hold
3,585
– – ﹤0.01% 271
2024
Q4 		$206K Hold
3,585
– – ﹤0.01% 263
2024
Q3 		$239K Hold
3,585
– – ﹤0.01% 270
2024
Q2 		$203K Buy
+3,585
New +$213K ﹤0.01% 261

Other funds holding ES

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LGT Group Foundation's ES Position: Q1 2026 in Review

LGT Group Foundation increased its Eversource Energy (ES) stake by 36% in Q1 2026, buying an estimated $90.6K and bringing the position to 4,867 shares worth $337K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

LGT Group Foundation first reported a position in ES in Q2 2024 and has held it in 8 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • LGT Group Foundation held 4,867 shares of Eversource Energy worth $337K as of Q1 2026.
  • LGT Group Foundation bought 1,282 Eversource Energy shares in Q1 2026, an estimated $90.6K.
  • Eversource Energy made up ﹤0.01% of LGT Group Foundation's portfolio in Q1 2026, its #243 holding.
  • LGT Group Foundation first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on LGT Group Foundation's 13F filing for Q1 2026, filed 28 Apr 2026.