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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
Q2 		$3.25M Hold
44,938
– – 0.16% 142
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 $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

Siemens Fonds Invest's ES Position: Q2 2026 in Review

Siemens Fonds Invest held its Eversource Energy (ES) position steady in Q2 2026 at 44,938 shares worth $3.25M. The position accounts for 0.16% of the portfolio, ranked #142.

Siemens Fonds Invest first reported a position in ES in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.88M in Q4 2020. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Siemens Fonds Invest held 44,938 shares of Eversource Energy worth $3.25M as of Q2 2026.
  • Siemens Fonds Invest left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.16% of Siemens Fonds Invest's portfolio in Q2 2026, its #142 holding.
  • Siemens Fonds Invest first reported a position in Eversource Energy in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Eversource Energy position peaked at $3.88M in Q4 2020.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.