Lido Advisors
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Lido Advisors’s Eversource Energy ES Stock Holding History

Lido Advisors’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 		$1.45M Buy
20,996
+2,113
+11% +$149K ﹤0.01% 804
2025
Q4 		$1.34M Buy
18,883
+1,220
+7% +$85.7K ﹤0.01% 870
2025
Q3 		$1.26M Buy
17,663
+899
+5% +$58.9K ﹤0.01% 849
2025
Q2 		$1.07M Buy
16,764
+11,391
+212% +$702K ﹤0.01% 814
2025
Q1 		$334K Buy
+5,373
New +$321K ﹤0.01% 1164
2024
Q4 		– Sell
-6,051
Closed -$412K – 1527
2024
Q3 		$412K Sell
6,051
-13,991
-70% -$904K ﹤0.01% 1023
2024
Q2 		$1.14M Buy
20,042
+4,529
+29% +$269K 0.01% 611
2024
Q1 		$927K Buy
15,513
+10,753
+226% +$618K 0.01% 680
2023
Q4 		$294K Sell
4,760
-1,405
-23% -$81K ﹤0.01% 1043
2023
Q3 		$358K Sell
6,165
-19,523
-76% -$1.3M ﹤0.01% 854
2023
Q2 		$1.82M Sell
25,688
-4,343
-14% -$323K 0.01% 390
2023
Q1 		$2.35M Buy
30,031
+15,502
+107% +$1.22M 0.02% 316
2022
Q4 		$1.22M Buy
14,529
+4,694
+48% +$372K 0.01% 372
2022
Q3 		$766K Buy
+9,835
New +$867K 0.01% 430
2022
Q2 		– Sell
-4,461
Closed -$393K – 975
2022
Q1 		$393K Buy
+4,461
New +$382K ﹤0.01% 691

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

Lido Advisors's ES Position: Q1 2026 in Review

Lido Advisors increased its Eversource Energy (ES) stake by 11% in Q1 2026, buying an estimated $149K and bringing the position to 20,996 shares worth $1.45M. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Lido Advisors first reported a position in ES in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.35M in Q1 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Lido Advisors held 20,996 shares of Eversource Energy worth $1.45M as of Q1 2026.
  • Lido Advisors bought 2,113 Eversource Energy shares in Q1 2026, an estimated $149K.
  • Eversource Energy made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #804 holding.
  • Lido Advisors first reported a position in Eversource Energy in Q1 2022 and has held it in 15 quarters since.
  • Lido Advisors's Eversource Energy position peaked at $2.35M in Q1 2023.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.