TCW Group’s Eversource Energy ES Stock Holding History

TCW 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	$430K	Buy	6,203 +679	+12%	+$48K	﹤0.01%	508
2025 Q4	$372K	Buy	+5,524	New	+$388K	﹤0.01%	526
2017 Q1	–	Sell	-23,400	Closed	-$1.29M	–	458
2016 Q4	$1.29M	Sell	23,400 -50	-0.2%	-$2.67K	0.01%	443
2016 Q3	$1.27M	Buy	23,450 +200	+0.9%	+$11.3K	0.01%	431
2016 Q2	$1.39M	Buy	23,250 +1,050	+5%	+$59.4K	0.01%	412
2016 Q1	$1.29M	Buy	22,200 +250	+1%	+$13.6K	0.01%	427
2015 Q4	$1.12M	Buy	21,950 +250	+1%	+$12.7K	0.01%	472
2015 Q3	$1.1M	Buy	21,700 +100	+0.5%	+$4.82K	0.01%	488
2015 Q2	$981K	Sell	21,600 -67,700	-76%	-$3.28M	0.01%	532
2015 Q1	$4.51M	Buy	89,300 +650	+0.7%	+$34.2K	0.02%	404
2014 Q4	$4.75M	Sell	88,650 -66,100	-43%	-$3.3M	0.02%	417
2014 Q3	$6.86M	Sell	154,750 -3,600	-2%	-$162K	0.03%	399
2014 Q2	$7.49M	Buy	158,350 +1,650	+1%	+$75.7K	0.03%	397
2014 Q1	$7.13M	Buy	156,700 +900	+0.6%	+$39.3K	0.03%	408
2013 Q4	$6.6M	Buy	155,800 +350	+0.2%	+$14.7K	0.03%	431
2013 Q3	$6.41M	Buy	155,450 +1,200	+0.8%	+$50.8K	0.03%	428
2013 Q2	$6.48M	Buy	+154,250	New	+$6.67M	0.03%	415

Other funds holding ES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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