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Means Investment Company’s Eversource Energy ES Stock Holding History

Means Investment Company’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 		– Sell
-3,010
Closed -$203K – 214
2025
Q4 		$203K Buy
3,010
+21
+0.7% +$1.47K 0.02% 182
2025
Q3 		$213K Buy
+2,989
New +$196K 0.02% 185
2024
Q4 		– Sell
-2,982
Closed -$203K – 207
2024
Q3 		$203K Buy
+2,982
New +$193K 0.02% 201
2023
Q3 		– Sell
-3,307
Closed -$235K – 194
2023
Q2 		$235K Buy
3,307
+24
+0.7% +$1.79K 0.04% 182
2023
Q1 		$257K Buy
3,283
+9
+0.3% +$711 0.05% 170
2022
Q4 		$274K Buy
3,274
+8
+0.2% +$634 0.06% 161
2022
Q3 		$255K Buy
3,266
+8
+0.2% +$705 0.06% 167
2022
Q2 		$275K Buy
3,258
+7
+0.2% +$622 0.06% 160
2022
Q1 		$287K Sell
3,251
-10
-0.3% -$855 0.05% 158
2021
Q4 		$297K Sell
3,261
-123
-4% -$10.6K 0.05% 160
2021
Q3 		$277K Buy
3,384
+9
+0.3% +$781 0.05% 152
2021
Q2 		$271K Buy
3,375
+8
+0.2% +$674 0.05% 159
2021
Q1 		$292K Buy
3,367
+8
+0.2% +$679 0.07% 145
2020
Q4 		$290K Buy
3,359
+7
+0.2% +$623 0.07% 147
2020
Q3 		$311K Sell
3,352
-121
-3% -$10.4K 0.09% 110
2020
Q2 		$299K Sell
3,473
-23
-0.7% -$1.91K 0.09% 111
2020
Q1 		$308K Buy
3,496
+7
+0.2% +$614 0.12% 98
2019
Q4 		$310K Sell
3,489
-194
-5% -$16.1K 0.1% 116
2019
Q3 		$300K Buy
3,683
+30
+0.8% +$2.38K 0.11% 115
2019
Q2 		$281K Sell
3,653
-144
-4% -$10.5K 0.12% 120
2019
Q1 		$269K Sell
3,797
-471
-11% -$32.4K 0.12% 121
2018
Q4 		$278K Buy
+4,268
New +$278K 0.15% 106

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

Means Investment Company's ES Position: Q1 2026 in Review

Means Investment Company sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 3,010 shares — an estimated $203K sold.

Means Investment Company first reported a position in ES in Q4 2018 and held it in 22 quarters. The position peaked at $311K in Q3 2020. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Means Investment Company reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Means Investment Company sold 3,010 Eversource Energy shares in Q1 2026, an estimated $203K.
  • Means Investment Company first reported a position in Eversource Energy in Q4 2018 and held it in 22 quarters.
  • Means Investment Company's Eversource Energy position peaked at $311K in Q3 2020.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.