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Stoneridge Investment Partners’s Eversource Energy ES Stock Holding History

Stoneridge Investment Partners’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 		$355K Buy
+4,960
New +$343K 0.23% 122
2025
Q2 		– Sell
-4,522
Closed -$281K – 140
2025
Q1 		$281K Sell
4,522
-23,612
-84% -$1.41M 0.24% 71
2024
Q4 		$1.62M Buy
+28,134
New +$1.75M 0.58% 53

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

Stoneridge Investment Partners's ES Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in Eversource Energy (ES) in Q2 2026: 4,960 shares worth $355K. The stake represents 0.23% of the portfolio and ranks #122 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in ES as recently as Q1 2025.

Stoneridge Investment Partners first reported a position in ES in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.62M in Q4 2024. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Stoneridge Investment Partners held 4,960 shares of Eversource Energy worth $355K as of Q2 2026.
  • Eversource Energy was a new Stoneridge Investment Partners position in Q2 2026.
  • Eversource Energy made up 0.23% of Stoneridge Investment Partners's portfolio in Q2 2026, its #122 holding.
  • Stoneridge Investment Partners first reported a position in Eversource Energy in Q4 2024 and has held it in 3 quarters since.
  • Stoneridge Investment Partners's Eversource Energy position peaked at $1.62M in Q4 2024.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.