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Plato Investment Management’s Eversource Energy ES Stock Holding History

Plato 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 		$4.13M Buy
57,544
+148
+0.3% +$10.2K 0.24% 97
2026
Q1 		$3.98M Buy
57,396
+2,025
+4% +$143K 0.27% 91
2025
Q4 		$3.75M Sell
55,371
-596
-1% -$41.8K 0.24% 95
2025
Q3 		$3.95M Hold
55,967
– – 0.27% 90
2025
Q2 		$3.55M Buy
55,967
+28
+0.1% +$1.73K 0.27% 88
2025
Q1 		$3.51M Buy
55,939
+215
+0.4% +$12.8K 0.3% 86
2024
Q4 		$3.21M Buy
55,724
+404
+0.7% +$25.2K 0.24% 95
2024
Q3 		$3.76M Sell
55,320
-41,951
-43% -$2.71M 0.31% 81
2024
Q2 		$5.52M Buy
97,271
+2,339
+2% +$139K 0.51% 38
2024
Q1 		$5.67M Buy
94,932
+88,866
+1,465% +$5.11M 0.59% 27
2023
Q4 		$374K Buy
+6,066
New +$350K 0.46% 47

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

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

Plato Investment Management increased its Eversource Energy (ES) stake by 0.26% in Q2 2026, buying an estimated $10.2K and bringing the position to 57,544 shares worth $4.13M. The position accounts for 0.24% of the portfolio, ranked #97.

Plato Investment Management first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.67M in Q1 2024. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Plato Investment Management held 57,544 shares of Eversource Energy worth $4.13M as of Q2 2026.
  • Plato Investment Management bought 148 Eversource Energy shares in Q2 2026, an estimated $10.2K.
  • Eversource Energy made up 0.24% of Plato Investment Management's portfolio in Q2 2026, its #97 holding.
  • Plato Investment Management first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • Plato Investment Management's Eversource Energy position peaked at $5.67M in Q1 2024.
  • 1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.