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Northwest & Ethical Investments’s Eversource Energy ES Stock Holding History

Northwest & Ethical Investments’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
Q1 		– Sell
-50,715
Closed -$3.41M – 554
2025
Q4 		$3.41M Buy
50,715
+3,396
+7% +$238K 0.08% 220
2025
Q3 		$3.37M Hold
47,319
– – 0.08% 220
2025
Q2 		$3.01M Buy
+47,319
New +$2.92M 0.07% 221
2024
Q1 		– Sell
-9,192
Closed -$567K – 497
2023
Q4 		$567K Hold
9,192
– – 0.02% 302
2023
Q3 		$535K Sell
9,192
-21,586
-70% -$1.44M 0.02% 320
2023
Q2 		$2.18M Buy
30,778
+552
+2% +$41.1K 0.07% 241
2023
Q1 		$2.37M Hold
30,226
– – 0.08% 234
2022
Q4 		$2.53M Sell
30,226
-15,258
-34% -$1.21M 0.09% 221
2022
Q3 		$3.55M Sell
45,484
-1,248
-3% -$110K 0.14% 186
2022
Q2 		$3.95M Buy
46,732
+2,808
+6% +$249K 0.15% 174
2022
Q1 		$3.87M Sell
43,924
-10,895
-20% -$932K 0.12% 197
2021
Q4 		$4.99M Buy
54,819
+36,165
+194% +$3.11M 0.15% 164
2021
Q3 		$1.53M Buy
+18,654
New +$1.62M 0.05% 249
2017
Q2 		– Sell
-35,000
Closed -$2.06M – 374
2017
Q1 		$2.06M Sell
35,000
-38,100
-52% -$2.17M 0.14% 187
2016
Q4 		$4.04M Hold
73,100
– – 0.28% 91
2016
Q3 		$3.96M Buy
+73,100
New +$4.13M 0.28% 88

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwest & Ethical Investments's ES Position: Q1 2026 in Review

Northwest & Ethical Investments sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 50,715 shares — an estimated $3.41M sold.

Northwest & Ethical Investments first reported a position in ES in Q3 2016 and held it in 16 quarters. The position peaked at $4.99M in Q4 2021. 1,069 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Northwest & Ethical Investments reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
  • Northwest & Ethical Investments sold 50,715 Eversource Energy shares in Q1 2026, an estimated $3.41M.
  • Northwest & Ethical Investments first reported a position in Eversource Energy in Q3 2016 and held it in 16 quarters.
  • Northwest & Ethical Investments's Eversource Energy position peaked at $4.99M in Q4 2021.
  • 1,069 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.