MOTCO’s Eversource Energy ES Stock Holding History

MOTCO’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	$650	Buy	+9	New	+$623	﹤0.01%	637
2024 Q4	–	Sell	-1,179	Closed	-$80.2K	–	512
2024 Q3	$80.2K	Buy	1,179 +179	+18%	+$11.6K	0.01%	281
2024 Q2	$56.7K	Buy	+1,000	New	+$59.3K	﹤0.01%	399
2021 Q4	–	Sell	-211	Closed	-$17K	–	582
2021 Q3	$17K	Hold	211	–	–	﹤0.01%	440
2021 Q2	$17K	Hold	211	–	–	﹤0.01%	441
2021 Q1	$18K	Sell	211 -29	-12%	-$2.46K	﹤0.01%	418
2020 Q4	$21K	Buy	240 +211	+728%	+$18.8K	﹤0.01%	443
2020 Q3	$2K	Hold	29	–	–	﹤0.01%	587
2020 Q2	$2K	Hold	29	–	–	﹤0.01%	544
2020 Q1	$2K	Buy	+29	New	+$2.54K	﹤0.01%	544
2019 Q3	–	Sell	-152	Closed	-$12K	–	588
2019 Q2	$12K	Buy	+152	New	+$11.1K	﹤0.01%	581
2015 Q2	–	Sell	-38	Closed	-$2K	–	578
2015 Q1	$2K	Buy	+38	New	+$2K	﹤0.01%	556

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MOTCO's ES Position: Q2 2026 in Review

MOTCO opened a new position in Eversource Energy (ES) in Q2 2026: 9 shares worth $650. The stake represents ﹤0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: MOTCO previously reported a position in ES as recently as Q3 2024.

MOTCO first reported a position in ES in Q1 2015 and has held it in 12 quarters since. The position peaked at $80.2K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

MOTCO held 9 shares of Eversource Energy worth $650 as of Q2 2026.
Eversource Energy was a new MOTCO position in Q2 2026.
Eversource Energy made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #637 holding.
MOTCO first reported a position in Eversource Energy in Q1 2015 and has held it in 12 quarters since.
MOTCO's Eversource Energy position peaked at $80.2K in Q3 2024.
1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.