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Sunbelt Securities’s Eversource Energy ES Stock Holding History

Sunbelt Securities’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 		$18.6K Buy
268
+11
+4% +$777 ﹤0.01% 1316
2025
Q4 		$17.3K Buy
257
+28
+12% +$1.97K ﹤0.01% 1294
2025
Q3 		$16.3K Buy
229
+183
+398% +$12K ﹤0.01% 1321
2025
Q2 		$2.64K Hold
46
– – ﹤0.01% 1554
2025
Q1 		$2.88K Hold
46
– – ﹤0.01% 1516
2024
Q4 		$2.62K Hold
46
– – ﹤0.01% 1562
2024
Q3 		$3.11K Buy
46
+1
+2% +$65 ﹤0.01% 1541
2024
Q2 		$2.57K Hold
45
– – ﹤0.01% 1510
2024
Q1 		$2.68K Hold
45
– – ﹤0.01% 1470
2023
Q4 		$2.76K Hold
45
– – ﹤0.01% 1411
2023
Q3 		$2.59K Buy
45
+1
+2% +$67 ﹤0.01% 1436
2023
Q2 		$3.14K Hold
44
– – ﹤0.01% 1397
2023
Q1 		$3.44K Buy
+44
New +$3.48K ﹤0.01% 1360

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

Sunbelt Securities's ES Position: Q1 2026 in Review

Sunbelt Securities increased its Eversource Energy (ES) stake by 4.3% in Q1 2026, buying an estimated $777 and bringing the position to 268 shares worth $18.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Sunbelt Securities first reported a position in ES in Q1 2023 and has held it in 13 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Sunbelt Securities held 268 shares of Eversource Energy worth $18.6K as of Q1 2026.
  • Sunbelt Securities bought 11 Eversource Energy shares in Q1 2026, an estimated $777.
  • Eversource Energy made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1316 holding.
  • Sunbelt Securities first reported a position in Eversource Energy in Q1 2023 and has held it in 13 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.