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Principal Securities’s Eversource Energy ES Stock Holding History

Principal 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
Q2 		$912K Sell
12,621
-286
-2% -$19.8K 0.01% 816
2026
Q1 		$894K Buy
12,907
+181
+1% +$12.8K 0.01% 759
2025
Q4 		$857K Buy
12,726
+279
+2% +$19.6K 0.01% 745
2025
Q3 		$885K Buy
12,447
+689
+6% +$45.2K 0.01% 699
2025
Q2 		$748K Buy
11,758
+9,665
+462% +$596K 0.01% 702
2025
Q1 		$120K Hold
2,093
– – ﹤0.01% 1348
2024
Q4 		$120K Buy
2,093
+412
+25% +$25.7K ﹤0.01% 1348
2024
Q3 		$114K Buy
1,681
+731
+77% +$47.2K ﹤0.01% 1335
2024
Q2 		$53.9K Sell
950
-81
-8% -$4.8K ﹤0.01% 1587
2024
Q1 		$61.6K Sell
1,031
-296
-22% -$17K ﹤0.01% 1478
2023
Q4 		$81.9K Buy
+1,327
New +$76.5K ﹤0.01% 1254

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

Principal Securities's ES Position: Q2 2026 in Review

Principal Securities reduced its Eversource Energy (ES) stake by 2.2% in Q2 2026, selling an estimated $19.8K and leaving 12,621 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #816.

Principal Securities first reported a position in ES in Q4 2023 and has held it in 11 quarters since. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Principal Securities held 12,621 shares of Eversource Energy worth $912K as of Q2 2026.
  • Principal Securities sold 286 Eversource Energy shares in Q2 2026, an estimated $19.8K.
  • Eversource Energy made up 0.01% of Principal Securities's portfolio in Q2 2026, its #816 holding.
  • Principal Securities first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.