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Plimoth Trust’s Eversource Energy ES Stock Holding History

Plimoth Trust’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 		$250K Hold
3,454
– – 0.05% 164
2026
Q1 		$239K Buy
+3,454
New +$244K 0.05% 164
2019
Q2 		– Sell
-3,065
Closed -$217K – 190
2019
Q1 		$217K Buy
+3,065
New +$211K 0.07% 176
2018
Q1 		– Sell
-3,370
Closed -$212K – 189
2017
Q4 		$212K Buy
+3,370
New +$213K 0.08% 177

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

Plimoth Trust's ES Position: Q2 2026 in Review

Plimoth Trust held its Eversource Energy (ES) position steady in Q2 2026 at 3,454 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #164.

Plimoth Trust first reported a position in ES in Q4 2017 and has held it in 4 quarters since. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Plimoth Trust held 3,454 shares of Eversource Energy worth $250K as of Q2 2026.
  • Plimoth Trust left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.05% of Plimoth Trust's portfolio in Q2 2026, its #164 holding.
  • Plimoth Trust first reported a position in Eversource Energy in Q4 2017 and has held it in 4 quarters since.
  • 1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.