Sagewood Asset Management’s Eversource Energy ES Stock Holding History

Sagewood Asset 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 Q2	$386K	Buy	+5,346	New	+$370K	0.09%	233

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sagewood Asset Management's ES Position: Q2 2026 in Review

Sagewood Asset Management opened a new position in Eversource Energy (ES) in Q2 2026: 5,346 shares worth $386K. The stake represents 0.09% of the portfolio and ranks #233 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Sagewood Asset Management held 5,346 shares of Eversource Energy worth $386K as of Q2 2026.
Eversource Energy was a new Sagewood Asset Management position in Q2 2026.
Eversource Energy made up 0.09% of Sagewood Asset Management's portfolio in Q2 2026, its #233 holding.
1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.