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Rothschild Investment LLC’s Eversource Energy ES Stock Holding History

Rothschild Investment 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
Q2 		$2.83M Buy
39,154
+32,953
+531% +$2.28M 0.11% 185
2026
Q1 		$430K Buy
6,201
+2,644
+74% +$187K 0.02% 440
2025
Q4 		$239K Sell
3,557
-104
-3% -$7.3K 0.01% 566
2025
Q3 		$260K Buy
3,661
+1,963
+116% +$129K 0.01% 522
2025
Q2 		$108K Buy
1,698
+559
+49% +$34.4K 0.01% 625
2025
Q1 		$70.7K Buy
1,139
+41
+4% +$2.45K ﹤0.01% 693
2024
Q4 		$63.1K Sell
1,098
-111
-9% -$6.92K ﹤0.01% 736
2024
Q3 		$82.3K Sell
1,209
-90
-7% -$5.82K 0.01% 690
2024
Q2 		$73.7K Buy
1,299
+85
+7% +$5.04K 0.01% 682
2024
Q1 		$72.6K Buy
1,214
+30
+3% +$1.73K 0.01% 658
2023
Q4 		$73.1K Buy
+1,184
New +$68.3K 0.01% 597

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Rothschild Investment LLC's ES Position: Q2 2026 in Review

Rothschild Investment LLC increased its Eversource Energy (ES) stake by 531% in Q2 2026, buying an estimated $2.28M and bringing the position to 39,154 shares worth $2.83M. The position accounts for 0.11% of the portfolio, ranked #185.

Rothschild Investment LLC first reported a position in ES in Q4 2023 and has held it in 11 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Rothschild Investment LLC held 39,154 shares of Eversource Energy worth $2.83M as of Q2 2026.
  • Rothschild Investment LLC bought 32,953 Eversource Energy shares in Q2 2026, an estimated $2.28M.
  • Eversource Energy made up 0.11% of Rothschild Investment LLC's portfolio in Q2 2026, its #185 holding.
  • Rothschild Investment LLC first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.