Presima Securities’s Eversource Energy ES Stock Holding History

Presima Securities’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	$1,000K	Hold	14,430	–	–	0.56%	39
2025 Q4	$972K	Buy	14,430 +241	+2%	+$16.9K	0.56%	39
2025 Q3	$1.01M	Hold	14,189	–	–	0.28%	40
2025 Q2	$903K	Hold	14,189	–	–	0.21%	41
2025 Q1	$881K	Buy	14,189 +259	+2%	+$15.5K	0.2%	40
2024 Q4	$800K	Hold	13,930	–	–	0.2%	41
2024 Q3	$948K	Buy	13,930 +100	+0.7%	+$6.46K	0.21%	39
2024 Q2	$784K	Buy	13,830 +100	+0.7%	+$5.93K	0.17%	40
2024 Q1	$821K	Hold	13,730	–	–	0.19%	40
2023 Q4	$847K	Buy	13,730 +200	+1%	+$11.5K	0.19%	42
2023 Q3	$787K	Buy	13,530 +2,700	+25%	+$180K	0.2%	36
2023 Q2	$768K	Hold	10,830	–	–	0.21%	37
2023 Q1	$848K	Hold	10,830	–	–	0.24%	36
2022 Q4	$908K	Buy	10,830 +1,600	+17%	+$127K	0.26%	35
2022 Q3	$720K	Sell	9,230 -3,200	-26%	-$282K	0.21%	37
2022 Q2	$1.05M	Hold	12,430	–	–	0.26%	41
2022 Q1	$1.1M	Hold	12,430	–	–	0.22%	42
2021 Q4	$1.13M	Hold	12,430	–	–	0.19%	44
2021 Q3	$1.02M	Buy	12,430 +1,000	+9%	+$86.8K	0.18%	45
2021 Q2	$917K	Buy	11,430 +4,830	+73%	+$407K	0.13%	45
2021 Q1	$571K	Buy	+6,600	New	+$560K	0.08%	46

Other funds holding ES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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