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Neo Ivy Capital Management’s Eversource Energy ES Stock Holding History

Neo Ivy 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 		$861K Buy
+11,916
New +$825K 0.2% 168
2025
Q3 		– Sell
-414
Closed -$26.3K – 428
2025
Q2 		$26.3K Buy
+414
New +$25.5K 0.01% 318
2022
Q1 		– Sell
-382
Closed -$35K – 516
2021
Q4 		$35K Buy
+382
New +$32.9K 0.05% 320
2020
Q4 		– Sell
-6,073
Closed -$507K – 469
2020
Q3 		$507K Buy
+6,073
New +$520K 0.51% 45

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Neo Ivy Capital Management's ES Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Eversource Energy (ES) in Q2 2026: 11,916 shares worth $861K. The stake represents 0.2% of the portfolio and ranks #168 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in ES as recently as Q2 2025.

Neo Ivy Capital Management first reported a position in ES in Q3 2020 and has held it in 4 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Neo Ivy Capital Management held 11,916 shares of Eversource Energy worth $861K as of Q2 2026.
  • Eversource Energy was a new Neo Ivy Capital Management position in Q2 2026.
  • Eversource Energy made up 0.2% of Neo Ivy Capital Management's portfolio in Q2 2026, its #168 holding.
  • Neo Ivy Capital Management first reported a position in Eversource Energy in Q3 2020 and has held it in 4 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.