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Stephens Inc’s Eversource Energy ES Stock Holding History

Stephens Inc’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 		$4.91M Buy
70,866
+8,053
+13% +$569K 0.06% 292
2025
Q4 		$4.23M Buy
62,813
+2,890
+5% +$203K 0.05% 321
2025
Q3 		$4.26M Buy
59,923
+15,961
+36% +$1.05M 0.05% 322
2025
Q2 		$2.8M Buy
43,962
+223
+0.5% +$13.7K 0.04% 388
2025
Q1 		$2.72M Buy
+43,739
New +$2.61M 0.04% 382
2022
Q4 		– Sell
-7,320
Closed -$571K – 1192
2022
Q3 		$571K Sell
7,320
-180
-2% -$15.9K 0.01% 661
2022
Q2 		$634K Buy
7,500
+12
+0.2% +$1.07K 0.01% 649
2022
Q1 		$660K Sell
7,488
-34
-0.5% -$2.91K 0.01% 712
2021
Q4 		$684K Sell
7,522
-2,168
-22% -$186K 0.01% 752
2021
Q3 		$792K Sell
9,690
-6,165
-39% -$535K 0.01% 719
2021
Q2 		$1.27M Buy
15,855
+72
+0.5% +$6.06K 0.02% 593
2021
Q1 		$1.37M Buy
15,783
+100
+0.6% +$8.49K 0.02% 545
2020
Q4 		$1.36M Buy
15,683
+370
+2% +$32.9K 0.02% 517
2020
Q3 		$1.28M Buy
15,313
+510
+3% +$43.7K 0.03% 485
2020
Q2 		$1.23M Sell
14,803
-151
-1% -$12.5K 0.03% 467
2020
Q1 		$1.17M Buy
14,954
+193
+1% +$16.9K 0.03% 437
2019
Q4 		$1.26M Buy
14,761
+479
+3% +$39.8K 0.03% 506
2019
Q3 		$1.22M Buy
+14,282
New +$1.14M 0.03% 506

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

Stephens Inc's ES Position: Q1 2026 in Review

Stephens Inc increased its Eversource Energy (ES) stake by 13% in Q1 2026, buying an estimated $569K and bringing the position to 70,866 shares worth $4.91M. The position accounts for 0.06% of the portfolio, ranked #292.

Stephens Inc first reported a position in ES in Q3 2019 and has held it in 18 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Stephens Inc held 70,866 shares of Eversource Energy worth $4.91M as of Q1 2026.
  • Stephens Inc bought 8,053 Eversource Energy shares in Q1 2026, an estimated $569K.
  • Eversource Energy made up 0.06% of Stephens Inc's portfolio in Q1 2026, its #292 holding.
  • Stephens Inc first reported a position in Eversource Energy in Q3 2019 and has held it in 18 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.