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Smartleaf Asset Management’s Eversource Energy ES Stock Holding History

Smartleaf 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
Q1 		$186K Buy
2,724
+79
+3% +$5.58K 0.01% 813
2025
Q4 		$179K Buy
2,645
+318
+14% +$22.3K 0.01% 858
2025
Q3 		$164K Buy
2,327
+1,016
+77% +$66.6K 0.01% 814
2025
Q2 		$83.1K Sell
1,311
-696
-35% -$42.9K 0.01% 936
2025
Q1 		$123K Sell
2,007
-130
-6% -$7.76K 0.01% 753
2024
Q4 		$122K Buy
2,137
+361
+20% +$22.5K 0.01% 745
2024
Q3 		$120K Buy
1,776
+1,098
+162% +$71K 0.01% 652
2024
Q2 		$38.8K Buy
678
+335
+98% +$19.9K 0.01% 817
2024
Q1 		$20.2K Buy
343
+329
+2,350% +$18.9K ﹤0.01% 856
2023
Q4 		$866 Buy
+14
New +$807 ﹤0.01% 1047

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

Smartleaf Asset Management's ES Position: Q1 2026 in Review

Smartleaf Asset Management increased its Eversource Energy (ES) stake by 3% in Q1 2026, buying an estimated $5.58K and bringing the position to 2,724 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #813.

Smartleaf Asset Management first reported a position in ES in Q4 2023 and has held it in 10 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Smartleaf Asset Management held 2,724 shares of Eversource Energy worth $186K as of Q1 2026.
  • Smartleaf Asset Management bought 79 Eversource Energy shares in Q1 2026, an estimated $5.58K.
  • Eversource Energy made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #813 holding.
  • Smartleaf Asset Management first reported a position in Eversource Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.