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NFJ Investment Group’s Eversource Energy ES Stock Holding History

NFJ Investment Group’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 		– Sell
-259,918
Closed -$18M – 227
2026
Q1 		$18M Sell
259,918
-10,786
-4% -$762K 0.68% 51
2025
Q4 		$18.2M Sell
270,704
-76,597
-22% -$5.38M 0.66% 56
2025
Q3 		$24.7M Sell
347,301
-665,754
-66% -$43.7M 0.85% 43
2025
Q2 		$64.5M Sell
1,013,055
-62,888
-6% -$3.88M 2.25% 3
2025
Q1 		$66.8M Sell
1,075,943
-11,306
-1% -$675K 2.25% 2
2024
Q4 		$62.4M Sell
1,087,249
-55,135
-5% -$3.44M 2% 7
2024
Q3 		$77.7M Sell
1,142,384
-140,765
-11% -$9.1M 2.27% 5
2024
Q2 		$72.8M Sell
1,283,149
-201,573
-14% -$12M 2.23% 6
2024
Q1 		$88.7M Buy
1,484,722
+9,469
+0.6% +$544K 2.42% 5
2023
Q4 		$91.1M Sell
1,475,253
-26,360
-2% -$1.52M 2.52% 5
2023
Q3 		$87.3M Buy
1,501,613
+826,581
+122% +$55.1M 2.54% 3
2023
Q2 		$47.9M Buy
+675,032
New +$50.3M 1.27% 18
2022
Q3 		– Sell
-128,490
Closed -$10.9M – 320
2022
Q2 		$10.9M Sell
128,490
-40,787
-24% -$3.62M 0.26% 125
2022
Q1 		$14.9M Sell
169,277
-43,170
-20% -$3.69M 0.3% 101
2021
Q4 		$19.3M Sell
212,447
-7,654
-3% -$658K 0.35% 88
2021
Q3 		$18M Sell
220,101
-20,737
-9% -$1.8M 0.35% 81
2021
Q2 		$19.3M Buy
240,838
+67,601
+39% +$5.69M 0.37% 82
2021
Q1 		$15M Buy
+173,237
New +$14.7M 0.3% 106

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

NFJ Investment Group's ES Position: Q2 2026 in Review

NFJ Investment Group sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 259,918 shares — an estimated $18M sold.

NFJ Investment Group first reported a position in ES in Q1 2021 and held it in 18 quarters. The position peaked at $91.1M in Q4 2023. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • NFJ Investment Group reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • NFJ Investment Group sold 259,918 Eversource Energy shares in Q2 2026, an estimated $18M.
  • NFJ Investment Group first reported a position in Eversource Energy in Q1 2021 and held it in 18 quarters.
  • NFJ Investment Group's Eversource Energy position peaked at $91.1M in Q4 2023.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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