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Morgan Dempsey Capital Management’s Eversource Energy ES Stock Holding History

Morgan Dempsey Capital Management’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
Q2 		$5.34M Buy
73,953
+2,240
+3% +$155K 2.29% 23
2026
Q1 		$4.97M Sell
71,713
-1,883
-3% -$133K 2.26% 24
2025
Q4 		$4.96M Sell
73,596
-7,649
-9% -$537K 2.41% 21
2025
Q3 		$5.78M Sell
81,245
-10,708
-12% -$702K 2.57% 17
2025
Q2 		$5.85M Sell
91,953
-1,012
-1% -$62.4K 2.44% 23
2025
Q1 		$5.77M Sell
92,965
-593
-0.6% -$35.4K 2.4% 22
2024
Q4 		$5.37M Buy
93,558
+27,226
+41% +$1.7M 2.16% 26
2024
Q3 		$4.51M Buy
+66,332
New +$4.29M 1.55% 35
2022
Q4 		– Sell
-147
Closed -$11K – 168
2022
Q3 		$11K Buy
+147
New +$13K ﹤0.01% 98

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Dempsey Capital Management's ES Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its Eversource Energy (ES) stake by 3.1% in Q2 2026, buying an estimated $155K and bringing the position to 73,953 shares worth $5.34M. The position accounts for 2.29% of the portfolio, ranked #23.

Morgan Dempsey Capital Management first reported a position in ES in Q3 2022 and has held it in 9 quarters since. The position peaked at $5.85M in Q2 2025. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Morgan Dempsey Capital Management held 73,953 shares of Eversource Energy worth $5.34M as of Q2 2026.
  • Morgan Dempsey Capital Management bought 2,240 Eversource Energy shares in Q2 2026, an estimated $155K.
  • Eversource Energy made up 2.29% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #23 holding.
  • Morgan Dempsey Capital Management first reported a position in Eversource Energy in Q3 2022 and has held it in 9 quarters since.
  • Morgan Dempsey Capital Management's Eversource Energy position peaked at $5.85M in Q2 2025.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.