Rockefeller Capital Management
ES icon

Rockefeller Capital Management’s Eversource Energy ES Stock Holding History

Rockefeller Capital Management’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 		$853K Buy
12,312
+1,211
+11% +$85.6K ﹤0.01% 1688
2025
Q4 		$748K Buy
11,101
+1,458
+15% +$102K ﹤0.01% 1695
2025
Q3 		$686K Sell
9,643
-2,173
-18% -$142K ﹤0.01% 1617
2025
Q2 		$752K Buy
11,816
+1,699
+17% +$105K ﹤0.01% 1425
2025
Q1 		$628K Buy
10,117
+68
+0.7% +$4.06K ﹤0.01% 1415
2024
Q4 		$577K Sell
10,049
-213
-2% -$13.3K ﹤0.01% 1430
2024
Q3 		$698K Sell
10,262
-1,362
-12% -$88K ﹤0.01% 1344
2024
Q2 		$660K Buy
11,624
+142
+1% +$8.42K ﹤0.01% 1353
2024
Q1 		$686K Sell
11,482
-2,218
-16% -$128K ﹤0.01% 1383
2023
Q4 		$846K Sell
13,700
-688
-5% -$39.7K ﹤0.01% 1200
2023
Q3 		$837K Sell
14,388
-2,114
-13% -$141K ﹤0.01% 1144
2023
Q2 		$1.17M Sell
16,502
-1,385
-8% -$103K ﹤0.01% 1024
2023
Q1 		$1.4M Buy
17,887
+1,952
+12% +$154K 0.01% 948
2022
Q4 		$1.34M Buy
15,935
+2,090
+15% +$166K 0.01% 900
2022
Q3 		$1.08M Buy
13,845
+122
+0.9% +$10.8K 0.01% 983
2022
Q2 		$1.16M Buy
13,723
+1
+0% +$89 0.01% 951
2022
Q1 		$1.21M Sell
13,722
-510
-4% -$43.6K 0.01% 991
2021
Q4 		$1.29M Buy
14,232
+2,650
+23% +$228K 0.01% 962
2021
Q3 		$947K Buy
11,582
+6,081
+111% +$528K 0.01% 1022
2021
Q2 		$441K Buy
5,501
+5,193
+1,686% +$437K ﹤0.01% 1242
2021
Q1 		$26K Buy
308
+62
+25% +$5.26K ﹤0.01% 2163
2020
Q4 		$21K Buy
246
+33
+15% +$2.94K ﹤0.01% 1982
2020
Q3 		$17K Buy
213
+3
+1% +$257 ﹤0.01% 1845
2020
Q2 		$17K Buy
210
+91
+76% +$7.54K ﹤0.01% 1721
2020
Q1 		$9K Buy
119
+84
+240% +$7.37K ﹤0.01% 1766
2019
Q4 		$3K Buy
+35
New +$2.91K ﹤0.01% 1861
2019
Q2 		– Sell
-87
Closed -$6K – 1748
2019
Q1 		$6K Buy
+87
New +$5.99K ﹤0.01% 1590

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

Rockefeller Capital Management's ES Position: Q1 2026 in Review

Rockefeller Capital Management increased its Eversource Energy (ES) stake by 11% in Q1 2026, buying an estimated $85.6K and bringing the position to 12,312 shares worth $853K. The position accounts for ﹤0.01% of the portfolio, ranked #1688.

Rockefeller Capital Management first reported a position in ES in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q1 2023. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Rockefeller Capital Management held 12,312 shares of Eversource Energy worth $853K as of Q1 2026.
  • Rockefeller Capital Management bought 1,211 Eversource Energy shares in Q1 2026, an estimated $85.6K.
  • Eversource Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1688 holding.
  • Rockefeller Capital Management first reported a position in Eversource Energy in Q1 2019 and has held it in 27 quarters since.
  • Rockefeller Capital Management's Eversource Energy position peaked at $1.4M in Q1 2023.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.