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 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 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

Plato Investment Management's ES Position: Q1 2026 in Review

Plato Investment Management increased its Eversource Energy (ES) stake by 3.7% in Q1 2026, buying an estimated $143K and bringing the position to 57,396 shares worth $3.98M. The position accounts for 0.27% of the portfolio, ranked #91.

Plato Investment Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.67M in Q1 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Plato Investment Management held 57,396 shares of Eversource Energy worth $3.98M as of Q1 2026.
Plato Investment Management bought 2,025 Eversource Energy shares in Q1 2026, an estimated $143K.
Eversource Energy made up 0.27% of Plato Investment Management's portfolio in Q1 2026, its #91 holding.
Plato Investment Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Eversource Energy position peaked at $5.67M in Q1 2024.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.