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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Plimoth Trust's ES Position: Q1 2026 in Review

Plimoth Trust opened a new position in Eversource Energy (ES) in Q1 2026: 3,454 shares worth $239K. The stake represents 0.05% of the portfolio and ranks #164 among its holdings. This is a return to the name: Plimoth Trust previously reported a position in ES as recently as Q1 2019.

Plimoth Trust first reported a position in ES in Q4 2017 and has held it in 3 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Plimoth Trust held 3,454 shares of Eversource Energy worth $239K as of Q1 2026.
  • Eversource Energy was a new Plimoth Trust position in Q1 2026.
  • Eversource Energy made up 0.05% of Plimoth Trust's portfolio in Q1 2026, its #164 holding.
  • Plimoth Trust first reported a position in Eversource Energy in Q4 2017 and has held it in 3 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Plimoth Trust's 13F filing for Q1 2026, filed 27 Apr 2026.