Meeder Advisory Services’s Eversource Energy ES Stock Holding History

Meeder Advisory Services’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	$392K	Sell	5,656 -186	-3%	-$13.1K	0.02%	453
2025 Q4	$393K	Sell	5,842 -16	-0.3%	-$1.12K	0.02%	442
2025 Q3	$417K	Sell	5,858 -502	-8%	-$32.9K	0.02%	422
2025 Q2	$405K	Sell	6,360 -1,741	-21%	-$107K	0.02%	421
2025 Q1	$503K	Buy	8,101 +824	+11%	+$49.2K	0.03%	353
2024 Q4	$418K	Buy	7,277 +976	+15%	+$60.8K	0.03%	384
2024 Q3	$429K	Sell	6,301 -427	-6%	-$27.6K	0.03%	372
2024 Q2	$382K	Buy	6,728 +756	+13%	+$44.8K	0.03%	365
2024 Q1	$357K	Buy	5,972 +53	+0.9%	+$3.05K	0.04%	325
2023 Q4	$365K	Buy	5,919 +1,574	+36%	+$90.7K	0.04%	311
2023 Q3	$253K	Sell	4,345 -447	-9%	-$29.8K	0.03%	354
2023 Q2	$340K	Buy	4,792 +260	+6%	+$19.4K	0.04%	340
2023 Q1	$355K	Buy	4,532 +334	+8%	+$26.4K	0.04%	334
2022 Q4	$352K	Buy	+4,198	New	+$333K	0.04%	320

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meeder Advisory Services's ES Position: Q1 2026 in Review

Meeder Advisory Services reduced its Eversource Energy (ES) stake by 3.2% in Q1 2026, selling an estimated $13.1K and leaving 5,656 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #453.

Meeder Advisory Services first reported a position in ES in Q4 2022 and has held it in 14 quarters since. The position peaked at $503K in Q1 2025. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Meeder Advisory Services held 5,656 shares of Eversource Energy worth $392K as of Q1 2026.
Meeder Advisory Services sold 186 Eversource Energy shares in Q1 2026, an estimated $13.1K.
Eversource Energy made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #453 holding.
Meeder Advisory Services first reported a position in Eversource Energy in Q4 2022 and has held it in 14 quarters since.
Meeder Advisory Services's Eversource Energy position peaked at $503K in Q1 2025.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.