McIlrath & Eck’s Eversource Energy ES Stock Holding History

McIlrath & Eck’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	$421K	Buy	6,080 +3	+0%	+$212	0.03%	155
2025 Q4	$409K	Sell	6,077 -345	-5%	-$24.2K	0.04%	102
2025 Q3	$457K	Buy	6,422 +766	+14%	+$50.2K	0.05%	92
2025 Q2	$360K	Buy	5,656 +137	+2%	+$8.44K	0.04%	97
2025 Q1	$343K	Buy	5,519 +5,461	+9,416%	+$326K	0.04%	98
2024 Q4	$3.33K	Sell	58 -10	-15%	-$623	﹤0.01%	815
2024 Q3	$4.63K	Buy	68 +10	+17%	+$646	﹤0.01%	754
2024 Q2	$3.29K	Sell	58 -243	-81%	-$14.4K	﹤0.01%	774
2024 Q1	$18K	Buy	301 +207	+220%	+$11.9K	﹤0.01%	487
2023 Q4	$5.8K	Buy	94 +58	+161%	+$3.34K	﹤0.01%	644
2023 Q3	$2.09K	Hold	36	–	–	﹤0.01%	765
2023 Q2	$2.55K	Hold	36	–	–	﹤0.01%	766
2023 Q1	$2.82K	Hold	36	–	–	﹤0.01%	743
2022 Q4	$3.02K	Hold	36	–	–	﹤0.01%	710
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	704
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	683
2022 Q1	$3K	Hold	36	–	–	﹤0.01%	694
2021 Q4	$3K	Hold	36	–	–	﹤0.01%	690
2021 Q3	$3K	Hold	36	–	–	﹤0.01%	689
2021 Q2	$3K	Hold	36	–	–	﹤0.01%	687
2021 Q1	$3K	Hold	36	–	–	﹤0.01%	652
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	586
2020 Q3	$3K	Hold	36	–	–	﹤0.01%	549
2020 Q2	$3K	Buy	+36	New	+$2.98K	﹤0.01%	539

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

McIlrath & Eck's ES Position: Q1 2026 in Review

McIlrath & Eck increased its Eversource Energy (ES) stake by 0.05% in Q1 2026, buying an estimated $212 and bringing the position to 6,080 shares worth $421K. The position accounts for 0.03% of the portfolio, ranked #155.

McIlrath & Eck first reported a position in ES in Q2 2020 and has held it in 24 quarters since. The position peaked at $457K in Q3 2025. 1,070 funds tracked by Wall St. Rank hold ES as of Q1 2026.

McIlrath & Eck held 6,080 shares of Eversource Energy worth $421K as of Q1 2026.
McIlrath & Eck bought 3 Eversource Energy shares in Q1 2026, an estimated $212.
Eversource Energy made up 0.03% of McIlrath & Eck's portfolio in Q1 2026, its #155 holding.
McIlrath & Eck first reported a position in Eversource Energy in Q2 2020 and has held it in 24 quarters since.
McIlrath & Eck's Eversource Energy position peaked at $457K in Q3 2025.
1,070 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.