Pin Oak Investment Advisors’s Eversource Energy ES Stock Holding History

Pin Oak Investment Advisors’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	$6K	Hold	83	–	–	﹤0.01%	401
2025 Q4	$6K	Hold	83	–	–	﹤0.01%	421
2025 Q3	$5.91K	Hold	83	–	–	﹤0.01%	415
2025 Q2	$5K	Hold	83	–	–	﹤0.01%	378
2025 Q1	$5K	Hold	83	–	–	﹤0.01%	373
2024 Q4	$6K	Hold	83	–	–	0.01%	373
2024 Q3	$5K	Hold	83	–	–	﹤0.01%	392
2024 Q2	$5K	Hold	83	–	–	﹤0.01%	384
2024 Q1	$5K	Hold	83	–	–	﹤0.01%	383
2023 Q4	$5K	Hold	83	–	–	0.01%	384
2023 Q3	$5K	Hold	83	–	–	0.01%	378
2023 Q2	$6K	Hold	83	–	–	0.01%	355
2023 Q1	$6K	Hold	83	–	–	0.01%	339
2022 Q4	$7K	Buy	+83	New	+$6.58K	0.01%	323
2020 Q1	–	Sell	-288	Closed	-$25K	–	407
2019 Q4	$25K	Hold	288	–	–	0.02%	237
2019 Q3	$25K	Sell	288 -18	-6%	-$1.43K	0.02%	236
2019 Q2	$23K	Buy	+306	New	+$22.4K	0.02%	257
2018 Q3	–	Sell	-40	Closed	-$2K	–	421
2018 Q2	$2K	Buy	+40	New	+$2.3K	﹤0.01%	393

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pin Oak Investment Advisors's ES Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Eversource Energy (ES) position steady in Q1 2026 at 83 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Pin Oak Investment Advisors first reported a position in ES in Q2 2018 and has held it in 18 quarters since. The position peaked at $25K in Q4 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Pin Oak Investment Advisors held 83 shares of Eversource Energy worth $6K as of Q1 2026.
Pin Oak Investment Advisors left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #401 holding.
Pin Oak Investment Advisors first reported a position in Eversource Energy in Q2 2018 and has held it in 18 quarters since.
Pin Oak Investment Advisors's Eversource Energy position peaked at $25K in Q4 2019.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.