Mystic Asset Management’s Eversource Energy ES Stock Holding History

Mystic Asset 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	$1.48M	Buy	20,489 +450	+2%	+$31.2K	0.32%	77
2026 Q1	$1.39M	Buy	20,039 +1,450	+8%	+$102K	0.32%	79
2025 Q4	$1.25M	Buy	18,589 +2,040	+12%	+$143K	0.28%	86
2025 Q3	$1.18M	Buy	16,549 +150	+0.9%	+$9.84K	0.27%	90
2025 Q2	$1.04M	Buy	16,399 +780	+5%	+$48.1K	0.25%	92
2025 Q1	$970K	Buy	15,619 +2,180	+16%	+$130K	0.26%	93
2024 Q4	$772K	Buy	13,439 +4,164	+45%	+$260K	0.21%	105
2024 Q3	$631K	Hold	9,275	–	–	0.24%	102
2024 Q2	$526K	Buy	9,275 +500	+6%	+$29.6K	0.21%	102
2024 Q1	$524K	Buy	8,775 +814	+10%	+$46.8K	0.22%	106
2023 Q4	$491K	Buy	7,961 +850	+12%	+$49K	0.24%	102
2023 Q3	$414K	Sell	7,111 -400	-5%	-$26.7K	0.23%	101
2023 Q2	$533K	Hold	7,511	–	–	0.29%	90
2023 Q1	$588K	Hold	7,511	–	–	0.32%	90
2022 Q4	$630K	Sell	7,511 -100	-1%	-$7.93K	0.36%	85
2022 Q3	$593K	Hold	7,611	–	–	0.38%	82
2022 Q2	$642K	Hold	7,611	–	–	0.39%	82
2022 Q1	$671K	Hold	7,611	–	–	0.36%	84
2021 Q4	$692K	Buy	+7,611	New	+$655K	0.33%	85

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mystic Asset Management's ES Position: Q2 2026 in Review

Mystic Asset Management increased its Eversource Energy (ES) stake by 2.2% in Q2 2026, buying an estimated $31.2K and bringing the position to 20,489 shares worth $1.48M. The position accounts for 0.32% of the portfolio, ranked #77.

Mystic Asset Management first reported a position in ES in Q4 2021 and has held it in 19 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Mystic Asset Management held 20,489 shares of Eversource Energy worth $1.48M as of Q2 2026.
Mystic Asset Management bought 450 Eversource Energy shares in Q2 2026, an estimated $31.2K.
Eversource Energy made up 0.32% of Mystic Asset Management's portfolio in Q2 2026, its #77 holding.
Mystic Asset Management first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mystic Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.