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Mondrian Investment Partners’s Eversource Energy ES Stock Holding History

Mondrian Investment Partners’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 		$2.02M Buy
29,153
+1,577
+6% +$111K 0.03% 51
2025
Q4 		$1.86M Buy
27,576
+603
+2% +$42.3K 0.03% 55
2025
Q3 		$1.92M Buy
+26,973
New +$1.77M 0.03% 54
2025
Q1 		$1.95M Sell
31,393
-2,666
-8% -$159K 0.03% 58
2024
Q4 		$1.96M Sell
34,059
-1,117
-3% -$69.6K 0.03% 61
2024
Q3 		$2.39M Sell
35,176
-478
-1% -$30.9K 0.04% 59
2024
Q2 		$2.31M Buy
35,654
+3,425
+11% +$203K 0.04% 58
2024
Q1 		$1.93M Buy
32,229
+18,062
+127% +$1.04M 0.03% 59
2023
Q4 		$874K Buy
14,167
+455
+3% +$26.2K 0.01% 58
2023
Q3 		$797K Buy
13,712
+2,089
+18% +$139K 0.02% 54
2023
Q2 		$824K Buy
11,623
+2,848
+32% +$212K 0.02% 53
2023
Q1 		$687K Buy
8,775
+1,239
+16% +$97.9K 0.02% 49
2022
Q4 		$632K Buy
7,536
+1,475
+24% +$117K 0.01% 51
2022
Q3 		$473 Buy
6,061
+1,940
+47% +$171K 0.01% 55
2022
Q2 		$348K Sell
4,121
-396
-9% -$35.2K 0.01% 55
2022
Q1 		$398K Buy
4,517
+672
+17% +$57.5K 0.01% 52
2021
Q4 		$350K Buy
3,845
+955
+33% +$82.1K 0.01% 103
2021
Q3 		$236K Buy
+2,890
New +$251K ﹤0.01% 99
2019
Q2 		– Sell
-724
Closed -$51K – 128
2019
Q1 		$51K Hold
724
– – ﹤0.01% 95
2018
Q4 		$47K Buy
+724
New +$47.2K ﹤0.01% 95

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

Mondrian Investment Partners's ES Position: Q1 2026 in Review

Mondrian Investment Partners increased its Eversource Energy (ES) stake by 5.7% in Q1 2026, buying an estimated $111K and bringing the position to 29,153 shares worth $2.02M. The position accounts for 0.03% of the portfolio, ranked #51.

Mondrian Investment Partners first reported a position in ES in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.39M in Q3 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Mondrian Investment Partners held 29,153 shares of Eversource Energy worth $2.02M as of Q1 2026.
  • Mondrian Investment Partners bought 1,577 Eversource Energy shares in Q1 2026, an estimated $111K.
  • Eversource Energy made up 0.03% of Mondrian Investment Partners's portfolio in Q1 2026, its #51 holding.
  • Mondrian Investment Partners first reported a position in Eversource Energy in Q4 2018 and has held it in 20 quarters since.
  • Mondrian Investment Partners's Eversource Energy position peaked at $2.39M in Q3 2024.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Mondrian Investment Partners's 13F filing for Q1 2026, filed 29 Apr 2026.