Systematic Alpha Investments’s Eversource Energy ES Stock Holding History

Systematic Alpha 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	$15.7M	Hold	226,152	–	–	0.55%	36
2025 Q4	$15.2M	Hold	226,152	–	–	0.48%	38
2025 Q3	$16.1M	Hold	226,152	–	–	0.53%	37
2025 Q2	$14.4M	Hold	226,152	–	–	0.51%	38
2025 Q1	$14M	Hold	226,152	–	–	0.54%	38
2024 Q4	$13M	Hold	226,152	–	–	0.48%	41
2024 Q3	$15.4M	Hold	226,152	–	–	0.56%	36
2024 Q2	$12.8M	Hold	226,152	–	–	0.49%	38
2024 Q1	$13.5M	Hold	226,152	–	–	0.54%	38
2023 Q4	$14M	Hold	226,152	–	–	0.63%	36
2023 Q3	$13.2M	Hold	226,152	–	–	0.65%	34
2023 Q2	$16M	Hold	226,152	–	–	0.78%	30
2023 Q1	$17.7M	Hold	226,152	–	–	0.93%	27
2022 Q4	$19M	Hold	226,152	–	–	0.96%	27
2022 Q3	$17.6M	Hold	226,152	–	–	1.06%	25
2022 Q2	$19.1M	Hold	226,152	–	–	1.08%	25
2022 Q1	$19.9M	Hold	226,152	–	–	0.97%	29
2021 Q4	$20.6M	Hold	226,152	–	–	0.96%	27
2021 Q3	$19.2M	Hold	226,152	–	–	0.84%	27
2021 Q2	$20.1M	Buy	226,152 +59,260	+36%	+$4.99M	0.91%	28
2021 Q1	$14.5M	Hold	166,892	–	–	0.93%	28
2020 Q4	$14.4M	Buy	+166,892	New	+$14.9M	1.57%	22

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

Systematic Alpha Investments's ES Position: Q1 2026 in Review

Systematic Alpha Investments held its Eversource Energy (ES) position steady in Q1 2026 at 226,152 shares worth $15.7M. The position accounts for 0.55% of the portfolio, ranked #36.

Systematic Alpha Investments first reported a position in ES in Q4 2020 and has held it in 22 quarters since. The position peaked at $20.6M in Q4 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Systematic Alpha Investments held 226,152 shares of Eversource Energy worth $15.7M as of Q1 2026.
Systematic Alpha Investments left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up 0.55% of Systematic Alpha Investments's portfolio in Q1 2026, its #36 holding.
Systematic Alpha Investments first reported a position in Eversource Energy in Q4 2020 and has held it in 22 quarters since.
Systematic Alpha Investments's Eversource Energy position peaked at $20.6M in Q4 2021.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Systematic Alpha Investments's 13F filing for Q1 2026, filed 18 May 2026.