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NEOS Investment Management’s Eversource Energy ES Stock Holding History

NEOS Investment 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 		$4.42M Buy
61,180
+7,424
+14% +$514K 0.02% 389
2026
Q1 		$3.72M Buy
53,756
+878
+2% +$62K 0.02% 386
2025
Q4 		$3.56M Buy
52,878
+7,429
+16% +$522K 0.02% 385
2025
Q3 		$3.23M Buy
45,449
+14,023
+45% +$919K 0.02% 366
2025
Q2 		$2M Buy
31,426
+5,573
+22% +$343K 0.02% 370
2025
Q1 		$1.61M Buy
25,853
+5,012
+24% +$299K 0.03% 366
2024
Q4 		$1.2M Buy
20,841
+4,977
+31% +$310K 0.03% 371
2024
Q3 		$1.08M Buy
15,864
+3,248
+26% +$210K 0.03% 358
2024
Q2 		$715K Buy
12,616
+3,984
+46% +$236K 0.03% 387
2024
Q1 		$516K Buy
8,632
+3,675
+74% +$211K 0.03% 376
2023
Q4 		$306K Buy
4,957
+1,240
+33% +$71.5K 0.03% 382
2023
Q3 		$216K Buy
+3,717
New +$248K 0.03% 338

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

NEOS Investment Management's ES Position: Q2 2026 in Review

NEOS Investment Management increased its Eversource Energy (ES) stake by 14% in Q2 2026, buying an estimated $514K and bringing the position to 61,180 shares worth $4.42M. The position accounts for 0.02% of the portfolio, ranked #389.

NEOS Investment Management first reported a position in ES in Q3 2023 and has held it in 12 quarters since. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • NEOS Investment Management held 61,180 shares of Eversource Energy worth $4.42M as of Q2 2026.
  • NEOS Investment Management bought 7,424 Eversource Energy shares in Q2 2026, an estimated $514K.
  • Eversource Energy made up 0.02% of NEOS Investment Management's portfolio in Q2 2026, its #389 holding.
  • NEOS Investment Management first reported a position in Eversource Energy in Q3 2023 and has held it in 12 quarters since.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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