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Mather Group’s Eversource Energy ES Stock Holding History

Mather Group’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 		$366K Buy
5,288
+451
+9% +$31.9K ﹤0.01% 568
2025
Q4 		$326K Sell
4,837
-180
-4% -$12.6K ﹤0.01% 508
2025
Q3 		$357K Buy
5,017
+439
+10% +$28.8K ﹤0.01% 468
2025
Q2 		$291K Buy
4,578
+1,287
+39% +$79.3K ﹤0.01% 507
2025
Q1 		$204K Buy
3,291
+459
+16% +$27.4K ﹤0.01% 583
2024
Q4 		$163K Sell
2,832
-149
-5% -$9.29K ﹤0.01% 625
2024
Q3 		$203K Sell
2,981
-295
-9% -$19.1K ﹤0.01% 569
2024
Q2 		$196K Buy
3,276
+586
+22% +$34.7K ﹤0.01% 622
2024
Q1 		$166K Buy
+2,690
New +$155K ﹤0.01% 573
2023
Q3 		– Sell
-2,868
Closed -$203K – 559
2023
Q2 		$203K Buy
+2,868
New +$214K ﹤0.01% 550
2022
Q2 		– Sell
-2,353
Closed -$208K – 410
2022
Q1 		$208K Sell
2,353
-389
-14% -$33.3K ﹤0.01% 430
2021
Q4 		$249K Buy
+2,742
New +$236K ﹤0.01% 326

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

Mather Group's ES Position: Q1 2026 in Review

Mather Group increased its Eversource Energy (ES) stake by 9.3% in Q1 2026, buying an estimated $31.9K and bringing the position to 5,288 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Mather Group first reported a position in ES in Q4 2021 and has held it in 12 quarters since. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Mather Group held 5,288 shares of Eversource Energy worth $366K as of Q1 2026.
  • Mather Group bought 451 Eversource Energy shares in Q1 2026, an estimated $31.9K.
  • Eversource Energy made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #568 holding.
  • Mather Group first reported a position in Eversource Energy in Q4 2021 and has held it in 12 quarters since.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.