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Siemens Fonds Invest’s Eversource Energy ES Stock Holding History

Siemens Fonds Invest’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 		$3.11M Buy
44,938
+366
+0.8% +$25.9K 0.18% 139
2025
Q4 		$3.01M Buy
44,572
+2,450
+6% +$172K 0.16% 144
2025
Q3 		$3M Buy
42,122
+6,266
+17% +$411K 0.16% 145
2025
Q2 		$2.28M Buy
35,856
+895
+3% +$55.2K 0.13% 165
2025
Q1 		$2.17M Sell
34,961
-117
-0.3% -$6.98K 0.15% 167
2024
Q4 		$2.01M Buy
35,078
+3,551
+11% +$221K 0.13% 175
2024
Q3 		$2.15M Hold
31,527
– – 0.17% 158
2024
Q2 		$1.79M Hold
31,527
– – 0.13% 177
2024
Q1 		$1.88M Sell
31,527
-159
-0.5% -$9.14K 0.15% 180
2023
Q4 		$1.96M Buy
31,686
+161
+0.5% +$9.28K 0.16% 179
2023
Q3 		$1.83M Sell
31,525
-4,033
-11% -$269K 0.19% 143
2023
Q2 		$2.51M Sell
35,558
-626
-2% -$46.6K 0.24% 113
2023
Q1 		$2.83M Sell
36,184
-37
-0.1% -$2.92K 0.3% 98
2022
Q4 		$3.04M Sell
36,221
-1,176
-3% -$93.3K 0.3% 91
2022
Q3 		$2.92M Buy
37,397
+836
+2% +$73.7K 0.33% 87
2022
Q2 		$3.09M Hold
36,561
– – 0.33% 86
2022
Q1 		$3.22M Buy
36,561
+828
+2% +$70.8K 0.26% 97
2021
Q4 		$3.26M Sell
35,733
-5,728
-14% -$493K 0.22% 108
2021
Q3 		$3.39M Buy
41,461
+1,220
+3% +$106K 0.23% 96
2021
Q2 		$3.23M Sell
40,241
-2,396
-6% -$202K 0.38% 84
2021
Q1 		$3.69M Sell
42,637
-2,826
-6% -$240K 0.36% 91
2020
Q4 		$3.88M Buy
+45,463
New +$4.05M 0.4% 75

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

Siemens Fonds Invest's ES Position: Q1 2026 in Review

Siemens Fonds Invest increased its Eversource Energy (ES) stake by 0.82% in Q1 2026, buying an estimated $25.9K and bringing the position to 44,938 shares worth $3.11M. The position accounts for 0.18% of the portfolio, ranked #139.

Siemens Fonds Invest first reported a position in ES in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.88M in Q4 2020. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Siemens Fonds Invest held 44,938 shares of Eversource Energy worth $3.11M as of Q1 2026.
  • Siemens Fonds Invest bought 366 Eversource Energy shares in Q1 2026, an estimated $25.9K.
  • Eversource Energy made up 0.18% of Siemens Fonds Invest's portfolio in Q1 2026, its #139 holding.
  • Siemens Fonds Invest first reported a position in Eversource Energy in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Eversource Energy position peaked at $3.88M in Q4 2020.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.