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Stone House Investment Management’s Eversource Energy ES Stock Holding History

Stone House Investment 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 		$2.84K Hold
41
– – ﹤0.01% 538
2025
Q4 		$2.76K Hold
41
– – ﹤0.01% 519
2025
Q3 		$2.92K Hold
41
– – ﹤0.01% 439
2025
Q2 		$2.61K Buy
+41
New +$2.53K ﹤0.01% 392
2024
Q2 		– Sell
-168
Closed -$10K – 400
2024
Q1 		$10K Buy
+168
New +$9.66K ﹤0.01% 231

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

Stone House Investment Management's ES Position: Q1 2026 in Review

Stone House Investment Management held its Eversource Energy (ES) position steady in Q1 2026 at 41 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Stone House Investment Management first reported a position in ES in Q1 2024 and has held it in 5 quarters since. The position peaked at $10K in Q1 2024. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Stone House Investment Management held 41 shares of Eversource Energy worth $2.84K as of Q1 2026.
  • Stone House Investment Management left its Eversource Energy share count unchanged in Q1 2026.
  • Eversource Energy made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #538 holding.
  • Stone House Investment Management first reported a position in Eversource Energy in Q1 2024 and has held it in 5 quarters since.
  • Stone House Investment Management's Eversource Energy position peaked at $10K in Q1 2024.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.