TD Capital Management’s Eversource Energy ES Stock Holding History

TD Capital Management’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	$1.73K	Hold	25	–	–	﹤0.01%	696
2025 Q4	$1.68K	Hold	25	–	–	﹤0.01%	620
2025 Q3	$1.78K	Hold	25	–	–	﹤0.01%	593
2025 Q2	$1.59K	Hold	25	–	–	﹤0.01%	600
2025 Q1	$1.55K	Hold	25	–	–	﹤0.01%	511
2024 Q4	$1.44K	Hold	25	–	–	﹤0.01%	494
2024 Q3	$1.7K	Hold	25	–	–	﹤0.01%	399
2024 Q2	$1.42K	Hold	25	–	–	﹤0.01%	372
2024 Q1	$1.49K	Sell	25 -14	-36%	-$805	﹤0.01%	388
2023 Q4	$2.42K	Buy	39 +14	+56%	+$807	﹤0.01%	354
2023 Q3	$1.45K	Hold	25	–	–	﹤0.01%	371
2023 Q2	$1.77K	Hold	25	–	–	﹤0.01%	372
2023 Q1	$1.96K	Hold	25	–	–	﹤0.01%	364
2022 Q4	$2.1K	Hold	25	–	–	﹤0.01%	335
2022 Q3	$2K	Buy	+25	New	+$2.2K	﹤0.01%	321
2022 Q1	–	Sell	-25	Closed	-$2K	–	180
2021 Q4	$2K	Hold	25	–	–	﹤0.01%	344
2021 Q3	$2K	Hold	25	–	–	﹤0.01%	329
2021 Q2	$2K	Hold	25	–	–	﹤0.01%	318
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	291
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	252
2020 Q3	$2K	Hold	25	–	–	﹤0.01%	229
2020 Q2	$2K	Hold	25	–	–	﹤0.01%	228
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	211
2019 Q4	$2K	Hold	25	–	–	﹤0.01%	234
2019 Q3	$2K	Hold	25	–	–	﹤0.01%	236
2019 Q2	$2K	Hold	25	–	–	﹤0.01%	227
2019 Q1	$2K	Hold	25	–	–	﹤0.01%	191
2018 Q4	$2K	Buy	+25	New	+$1.63K	﹤0.01%	188

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

TD Capital Management's ES Position: Q1 2026 in Review

TD Capital Management held its Eversource Energy (ES) position steady in Q1 2026 at 25 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

TD Capital Management first reported a position in ES in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.42K in Q4 2023. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

TD Capital Management held 25 shares of Eversource Energy worth $1.73K as of Q1 2026.
TD Capital Management left its Eversource Energy share count unchanged in Q1 2026.
Eversource Energy made up ﹤0.01% of TD Capital Management's portfolio in Q1 2026, its #696 holding.
TD Capital Management first reported a position in Eversource Energy in Q4 2018 and has held it in 28 quarters since.
TD Capital Management's Eversource Energy position peaked at $2.42K in Q4 2023.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.