Summit Securities Group’s Eversource Energy ES Stock Holding History

Summit Securities Group’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	$4.29K	Sell	62 -495	-89%	-$35K	﹤0.01%	829
2025 Q4	$37.5K	Sell	557 -84	-13%	-$5.9K	﹤0.01%	677
2025 Q3	$45.6K	Buy	641 +394	+160%	+$25.8K	0.01%	587
2025 Q2	$15.7K	Buy	+247	New	+$15.2K	﹤0.01%	788
2023 Q3	–	Sell	-456	Closed	-$32K	–	706
2023 Q2	$32K	Sell	456 -229	-33%	-$17.1K	﹤0.01%	520
2023 Q1	$54K	Buy	685 +333	+95%	+$26.3K	﹤0.01%	404
2022 Q4	$30K	Sell	352 -2,248	-86%	-$178K	﹤0.01%	823
2022 Q3	$203K	Buy	2,600 +1,877	+260%	+$165K	0.02%	416
2022 Q2	$61K	Buy	723 +482	+200%	+$42.8K	0.01%	507
2022 Q1	$21K	Buy	+241	New	+$20.6K	﹤0.01%	708
2017 Q2	–	Sell	-7,652	Closed	-$450K	–	281
2017 Q1	$450K	Buy	+7,652	New	+$435K	0.13%	157
2014 Q3	–	Sell	-200	Closed	-$9K	–	733
2014 Q2	$9K	Buy	+200	New	+$9.17K	﹤0.01%	413

Other funds holding ES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Summit Securities Group's ES Position: Q1 2026 in Review

Summit Securities Group reduced its Eversource Energy (ES) stake by 89% in Q1 2026, selling an estimated $35K and leaving 62 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Summit Securities Group first reported a position in ES in Q2 2014 and has held it in 12 quarters since. The position peaked at $450K in Q1 2017. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Summit Securities Group held 62 shares of Eversource Energy worth $4.29K as of Q1 2026.
Summit Securities Group sold 495 Eversource Energy shares in Q1 2026, an estimated $35K.
Eversource Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #829 holding.
Summit Securities Group first reported a position in Eversource Energy in Q2 2014 and has held it in 12 quarters since.
Summit Securities Group's Eversource Energy position peaked at $450K in Q1 2017.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.