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New York Life Investment Management’s Eversource Energy ES Stock Holding History

New York Life 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 		$4.06M Buy
56,158
+189
+0.3% +$13.1K 0.03% 399
2026
Q1 		$3.88M Buy
55,969
+1,241
+2% +$87.7K 0.03% 388
2025
Q4 		$3.68M Buy
54,728
+415
+0.8% +$29.1K 0.03% 384
2025
Q3 		$3.86M Sell
54,313
-910
-2% -$59.7K 0.03% 385
2025
Q2 		$3.51M Sell
55,223
-513
-0.9% -$31.6K 0.03% 395
2025
Q1 		$3.46M Buy
55,736
+72
+0.1% +$4.3K 0.04% 404
2024
Q4 		$3.2M Buy
55,664
+3,167
+6% +$197K 0.03% 432
2024
Q3 		$3.57M Sell
52,497
-2,485
-5% -$161K 0.03% 429
2024
Q2 		$3.12M Buy
54,982
+1,085
+2% +$64.3K 0.03% 445
2024
Q1 		$3.22M Sell
53,897
-476
-0.9% -$27.4K 0.03% 438
2023
Q4 		$3.36M Buy
54,373
+356
+0.7% +$20.5K 0.03% 407
2023
Q3 		$3.14M Sell
54,017
-300
-0.6% -$20K 0.03% 395
2023
Q2 		$3.85M Sell
54,317
-162
-0.3% -$12.1K 0.04% 366
2023
Q1 		$4.26M Buy
54,479
+29
+0.1% +$2.29K 0.05% 350
2022
Q4 		$4.57M Buy
54,450
+257
+0.5% +$20.4K 0.05% 346
2022
Q3 		$4.22M Sell
54,193
-67
-0.1% -$5.91K 0.05% 346
2022
Q2 		$4.58M Buy
+54,260
New +$4.82M 0.05% 329
2015
Q4 		– Sell
-3,800
Closed -$192K – 113
2015
Q3 		$192K Hold
3,800
– – 0.02% 197
2015
Q2 		$173K Hold
3,800
– – 0.02% 205
2015
Q1 		$192K Hold
3,800
– – 0.02% 196
2014
Q4 		$203K Hold
3,800
– – 0.02% 212
2014
Q3 		$168K Hold
3,800
– – 0.03% 159
2014
Q2 		$180K Buy
+3,800
New +$174K 0.03% 162

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

New York Life Investment Management's ES Position: Q2 2026 in Review

New York Life Investment Management increased its Eversource Energy (ES) stake by 0.34% in Q2 2026, buying an estimated $13.1K and bringing the position to 56,158 shares worth $4.06M. The position accounts for 0.03% of the portfolio, ranked #399.

New York Life Investment Management first reported a position in ES in Q2 2014 and has held it in 23 quarters since. The position peaked at $4.58M in Q2 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • New York Life Investment Management held 56,158 shares of Eversource Energy worth $4.06M as of Q2 2026.
  • New York Life Investment Management bought 189 Eversource Energy shares in Q2 2026, an estimated $13.1K.
  • Eversource Energy made up 0.03% of New York Life Investment Management's portfolio in Q2 2026, its #399 holding.
  • New York Life Investment Management first reported a position in Eversource Energy in Q2 2014 and has held it in 23 quarters since.
  • New York Life Investment Management's Eversource Energy position peaked at $4.58M in Q2 2022.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.