Red Tortoise LLC’s Eversource Energy ES Stock Holding History

Red Tortoise LLC’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	$12.5K	Hold	181	–	–	0.01%	257
2025 Q4	$12.2K	Hold	181	–	–	0.01%	255
2025 Q3	$12.9K	Hold	181	–	–	0.01%	245
2025 Q2	$11.5K	Hold	181	–	–	0.01%	242
2025 Q1	$11.2K	Hold	181	–	–	0.01%	218
2024 Q4	$10.4K	Hold	181	–	–	0.01%	242
2024 Q3	$12.3K	Hold	181	–	–	0.01%	217
2024 Q2	$10.3K	Hold	181	–	–	0.01%	234
2024 Q1	$10.8K	Buy	+181	New	+$10.4K	0.01%	212
2023 Q4	–	Sell	-24	Closed	-$1.4K	–	551
2023 Q3	$1.4K	Sell	24 -117	-83%	-$7.8K	﹤0.01%	515
2023 Q2	$10K	Buy	141 +87	+161%	+$6.48K	0.01%	170
2023 Q1	$4.23K	Sell	54 -29	-35%	-$2.29K	﹤0.01%	297
2022 Q4	$6.96K	Buy	+83	New	+$6.58K	﹤0.01%	269
2021 Q4	–	Sell	-446	Closed	-$35K	–	208
2021 Q3	$35K	Buy	+446	New	+$38.7K	0.03%	124

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MAM

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

Red Tortoise LLC's ES Position: Q1 2026 in Review

Red Tortoise LLC held its Eversource Energy (ES) position steady in Q1 2026 at 181 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #257.

Red Tortoise LLC first reported a position in ES in Q3 2021 and has held it in 14 quarters since. The position peaked at $35K in Q3 2021. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Red Tortoise LLC held 181 shares of Eversource Energy worth $12.5K as of Q1 2026.
Red Tortoise LLC left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #257 holding.
Red Tortoise LLC first reported a position in Eversource Energy in Q3 2021 and has held it in 14 quarters since.
Red Tortoise LLC's Eversource Energy position peaked at $35K in Q3 2021.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.