Susquehanna Fundamental Investments’s Eversource Energy ES Stock Holding History

Susquehanna Fundamental Investments’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	–	Sell	-36,800	Closed	-$2.48M	–	545
2025 Q4	$2.48M	Sell	36,800 -26,505	-42%	-$1.86M	0.08%	225
2025 Q3	$4.5M	Sell	63,305 -10,000	-14%	-$656K	0.18%	143
2025 Q2	$4.66M	Hold	73,305	–	–	0.13%	213
2025 Q1	$4.55M	Sell	73,305 -7,925	-10%	-$473K	0.06%	336
2024 Q4	$4.67M	Buy	+81,230	New	+$5.06M	0.07%	343
2024 Q2	$1.05M	Sell	18,600 -4,617	-20%	-$274K	0.02%	546
2024 Q1	$1.39M	Buy	+23,217	New	+$1.33M	0.06%	286
2023 Q4	–	Sell	-194,536	Closed	-$11.3M	–	154
2023 Q3	$11.3M	Hold	194,536	–	–	0.73%	38
2023 Q2	$13.8M	Sell	194,536 -8,476	-4%	-$631K	0.5%	52
2023 Q1	$15.9M	Sell	203,012 -14,214	-7%	-$1.12M	0.37%	65
2022 Q4	$18.2M	Buy	217,226 +201,826	+1,311%	+$16M	0.31%	85
2022 Q3	$1.2M	Buy	+15,400	New	+$1.36M	0.02%	744
2019 Q4	–	Sell	-30,200	Closed	-$2.58M	–	321
2019 Q3	$2.58M	Hold	30,200	–	–	0.31%	100
2019 Q2	$2.29M	Sell	30,200 -10,100	-25%	-$739K	0.27%	113
2019 Q1	$2.86M	Sell	40,300 -1,400	-3%	-$96.4K	0.33%	104
2018 Q4	$2.71M	Buy	41,700 +30,200	+263%	+$1.97M	0.47%	73
2018 Q3	$707K	Hold	11,500	–	–	0.12%	200
2018 Q2	$674K	Sell	11,500 -39,600	-77%	-$2.28M	0.1%	237
2018 Q1	$3.01M	Buy	+51,100	New	+$3.02M	0.36%	92

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Susquehanna Fundamental Investments's ES Position: Q1 2026 in Review

Susquehanna Fundamental Investments sold out of Eversource Energy (ES) in Q1 2026, closing a stake of 36,800 shares — an estimated $2.48M sold.

Susquehanna Fundamental Investments first reported a position in ES in Q1 2018 and held it in 19 quarters. The position peaked at $18.2M in Q4 2022. 1,069 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Susquehanna Fundamental Investments reported no remaining Eversource Energy position as of Q1 2026 after selling out during the quarter.
Susquehanna Fundamental Investments sold 36,800 Eversource Energy shares in Q1 2026, an estimated $2.48M.
Susquehanna Fundamental Investments first reported a position in Eversource Energy in Q1 2018 and held it in 19 quarters.
Susquehanna Fundamental Investments's Eversource Energy position peaked at $18.2M in Q4 2022.
1,069 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Susquehanna Fundamental Investments's 13F filing for Q1 2026, filed 15 May 2026.