MV Capital Management’s Eversource Energy ES Stock Holding History

MV 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	$36.9K	Sell	533 -1	-0.2%	-$71	﹤0.01%	364
2025 Q4	$36K	Buy	534 +2	+0.4%	+$140	﹤0.01%	353
2025 Q3	$37.8K	Hold	532	–	–	﹤0.01%	351
2025 Q2	$33.8K	Sell	532 -34	-6%	-$2.1K	﹤0.01%	359
2025 Q1	$35.2K	Buy	566 +6	+1%	+$358	﹤0.01%	352
2024 Q4	$32.2K	Sell	560 -220	-28%	-$13.7K	﹤0.01%	349
2024 Q3	$53.1K	Sell	780 -2	-0.3%	-$129	0.01%	299
2024 Q2	$44.3K	Buy	782 +14	+2%	+$830	0.01%	306
2024 Q1	$45.9K	Buy	768 +99	+15%	+$5.69K	0.01%	304
2023 Q4	$41.3K	Sell	669 -47	-7%	-$2.71K	0.01%	321
2023 Q3	$41.6K	Buy	716 +206	+40%	+$13.7K	0.01%	313
2023 Q2	$36.2K	Sell	510 -48	-9%	-$3.58K	﹤0.01%	329
2023 Q1	$43.7K	Buy	558 +94	+20%	+$7.43K	0.01%	296
2022 Q4	$38.9K	Sell	464 -40	-8%	-$3.17K	0.01%	259
2022 Q3	$39K	Buy	504 +26	+5%	+$2.29K	0.01%	250
2022 Q2	$40K	Buy	478 +2	+0.4%	+$178	0.01%	239
2022 Q1	$42K	Buy	476 +38	+9%	+$3.25K	0.01%	242
2021 Q4	$40K	Buy	438 +33	+8%	+$2.84K	0.01%	235
2021 Q3	$33K	Buy	405 +15	+4%	+$1.3K	0.01%	245
2021 Q2	$31K	Buy	390 +25	+7%	+$2.1K	0.01%	238
2021 Q1	$32K	Sell	365 -1,101	-75%	-$93.5K	0.01%	191
2020 Q4	$127K	Hold	1,466	–	–	0.02%	122
2020 Q3	$122K	Hold	1,466	–	–	0.03%	115
2020 Q2	$122K	Hold	1,466	–	–	0.03%	113
2020 Q1	$115K	Sell	1,466 -250	-15%	-$21.9K	0.03%	114
2019 Q4	$146K	Hold	1,716	–	–	0.03%	119
2019 Q3	$147K	Buy	1,716 +1,116	+186%	+$88.7K	0.03%	118
2019 Q2	$45K	Hold	600	–	–	0.01%	158
2019 Q1	$43K	Hold	600	–	–	0.01%	158
2018 Q4	$39K	Sell	600 -500	-45%	-$32.6K	0.01%	166
2018 Q3	$68K	Hold	1,100	–	–	0.02%	150
2018 Q2	$64K	Sell	1,100 -93	-8%	-$5.35K	0.02%	154
2018 Q1	$70K	Buy	1,193 +193	+19%	+$11.4K	0.02%	148
2017 Q4	$63K	Hold	1,000	–	–	0.02%	156
2017 Q3	$60K	Hold	1,000	–	–	0.02%	153
2017 Q2	$61K	Hold	1,000	–	–	0.02%	151
2017 Q1	$59K	Hold	1,000	–	–	0.02%	152
2016 Q4	$55K	Hold	1,000	–	–	0.02%	151
2016 Q3	$54K	Hold	1,000	–	–	0.02%	146
2016 Q2	$60K	Hold	1,000	–	–	0.02%	145
2016 Q1	$58K	Hold	1,000	–	–	0.02%	144
2015 Q4	$51K	Hold	1,000	–	–	0.02%	158
2015 Q3	$51K	Hold	1,000	–	–	0.02%	144
2015 Q2	$45K	Hold	1,000	–	–	0.02%	184
2015 Q1	$51K	Hold	1,000	–	–	0.02%	164
2014 Q4	$54K	Buy	+1,000	New	+$49.9K	0.02%	153

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

MV Capital Management's ES Position: Q1 2026 in Review

MV Capital Management reduced its Eversource Energy (ES) stake by 0.19% in Q1 2026, selling an estimated $71 and leaving 533 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

MV Capital Management first reported a position in ES in Q4 2014 and has held it in 46 quarters since. The position peaked at $147K in Q3 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

MV Capital Management held 533 shares of Eversource Energy worth $36.9K as of Q1 2026.
MV Capital Management sold 1 Eversource Energy share in Q1 2026, an estimated $71.
Eversource Energy made up ﹤0.01% of MV Capital Management's portfolio in Q1 2026, its #364 holding.
MV Capital Management first reported a position in Eversource Energy in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's Eversource Energy position peaked at $147K in Q3 2019.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.