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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
Q1 		$6.93K Hold
100
– – ﹤0.01% 132
2025
Q4 		$6.73K Hold
100
– – ﹤0.01% 138
2025
Q3 		$7.11K Buy
+100
New +$6.56K ﹤0.01% 146
2025
Q2 		– Sell
-100
Closed -$6.21K – 155
2025
Q1 		$6.21K Buy
+100
New +$5.97K ﹤0.01% 127

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

Morgan Dempsey Capital Management's ES Position: Q1 2026 in Review

Morgan Dempsey Capital Management reduced its Eversource Energy (ES) stake by 2.6% in Q1 2026, selling an estimated $133K and leaving 71,713 shares worth $4.97M. The position accounts for 2.26% of the portfolio, ranked #24.

Morgan Dempsey Capital Management first reported a position in ES in Q3 2022 and has held it in 8 quarters since. The position peaked at $5.85M in Q2 2025. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Morgan Dempsey Capital Management held 71,713 shares of Eversource Energy worth $4.97M as of Q1 2026.
  • Morgan Dempsey Capital Management sold 1,883 Eversource Energy shares in Q1 2026, an estimated $133K.
  • Eversource Energy made up 2.26% of Morgan Dempsey Capital Management's portfolio in Q1 2026, its #24 holding.
  • Morgan Dempsey Capital Management first reported a position in Eversource Energy in Q3 2022 and has held it in 8 quarters since.
  • Morgan Dempsey Capital Management's Eversource Energy position peaked at $5.85M in Q2 2025.
  • 1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q1 2026, filed 6 May 2026.