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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
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 $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

Principal Securities's ES Position: Q1 2026 in Review

Principal Securities increased its Eversource Energy (ES) stake by 1.4% in Q1 2026, buying an estimated $12.8K and bringing the position to 12,907 shares worth $894K. The position accounts for 0.01% of the portfolio, ranked #759.

Principal Securities first reported a position in ES in Q4 2023 and has held it in 10 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Principal Securities held 12,907 shares of Eversource Energy worth $894K as of Q1 2026.
  • Principal Securities bought 181 Eversource Energy shares in Q1 2026, an estimated $12.8K.
  • Eversource Energy made up 0.01% of Principal Securities's portfolio in Q1 2026, its #759 holding.
  • Principal Securities first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.