Martingale Asset Management’s Eversource Energy ES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$550K Buy
7,932
+3,663
+86% +$259K 0.01% 618
2025
Q4
$287K Buy
4,269
+19
+0.4% +$1.33K 0.01% 702
2025
Q3
$302K Buy
+4,250
New +$279K 0.01% 695
2023
Q4
Sell
-9,910
Closed -$576K 806
2023
Q3
$576K Sell
9,910
-2,892
-23% -$193K 0.01% 576
2023
Q2
$908K Sell
12,802
-29
-0.2% -$2.16K 0.02% 474
2023
Q1
$1M Buy
12,831
+3
+0% +$237 0.02% 440
2022
Q4
$1.08M Sell
12,828
-397
-3% -$31.5K 0.02% 433
2022
Q3
$1.03M Sell
13,225
-506
-4% -$44.6K 0.02% 432
2022
Q2
$1.16M Sell
13,731
-1,191
-8% -$106K 0.02% 418
2022
Q1
$1.32M Sell
14,922
-4,100
-22% -$351K 0.02% 405
2021
Q4
$1.73M Sell
19,022
-46,539
-71% -$4M 0.02% 347
2021
Q3
$5.36M Sell
65,561
-113,115
-63% -$9.82M 0.07% 182
2021
Q2
$14.3M Sell
178,676
-247,503
-58% -$20.8M 0.16% 160
2021
Q1
$36.9M Buy
426,179
+45,625
+12% +$3.87M 0.42% 92
2020
Q4
$32.9M Buy
380,554
+143,245
+60% +$12.8M 0.37% 99
2020
Q3
$19.8M Buy
237,309
+216,905
+1,063% +$18.6M 0.24% 130
2020
Q2
$1.7M Buy
20,404
+1,700
+9% +$141K 0.02% 587
2020
Q1
$1.46M Sell
18,704
-4
-0% -$351 0.02% 565
2019
Q4
$1.59M Sell
18,708
-4,509
-19% -$375K 0.02% 654
2019
Q3
$1.99M Hold
23,217
0.02% 586
2019
Q2
$1.76M Sell
23,217
-1,300
-5% -$95.1K 0.02% 627
2019
Q1
$1.74M Buy
24,517
+100
+0.4% +$6.89K 0.02% 640
2018
Q4
$1.59M Sell
24,417
-2,736
-10% -$178K 0.02% 598
2018
Q3
$1.67M Sell
27,153
-672
-2% -$41.1K 0.02% 596
2018
Q2
$1.63M Sell
27,825
-20,868
-43% -$1.2M 0.02% 608
2018
Q1
$2.87M Sell
48,693
-16,319
-25% -$966K 0.04% 439
2017
Q4
$4.11M Sell
65,012
-4,105
-6% -$260K 0.05% 345
2017
Q3
$4.18M Buy
69,117
+27,799
+67% +$1.71M 0.06% 358
2017
Q2
$2.51M Sell
41,318
-2,699
-6% -$164K 0.04% 489
2017
Q1
$2.59M Buy
44,017
+22,100
+101% +$1.26M 0.04% 471
2016
Q4
$1.21M Hold
21,917
0.02% 674
2016
Q3
$1.19M Hold
21,917
0.02% 645
2016
Q2
$1.31M Buy
+21,917
New +$1.24M 0.02% 409

Other funds holding ES

Martingale Asset Management's ES Position: Q1 2026 in Review

Martingale Asset Management increased its Eversource Energy (ES) stake by 86% in Q1 2026, buying an estimated $259K and bringing the position to 7,932 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #618.

Martingale Asset Management first reported a position in ES in Q2 2016 and has held it in 33 quarters since. The position peaked at $36.9M in Q1 2021. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Martingale Asset Management held 7,932 shares of Eversource Energy worth $550K as of Q1 2026.
  • Martingale Asset Management bought 3,663 Eversource Energy shares in Q1 2026, an estimated $259K.
  • Eversource Energy made up 0.01% of Martingale Asset Management's portfolio in Q1 2026, its #618 holding.
  • Martingale Asset Management first reported a position in Eversource Energy in Q2 2016 and has held it in 33 quarters since.
  • Martingale Asset Management's Eversource Energy position peaked at $36.9M in Q1 2021.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Martingale Asset Management's 13F filing for Q1 2026, filed 13 May 2026.