TD Waterhouse Canada’s Eversource Energy ES Stock Holding History

TD Waterhouse Canada’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	$2.11M	Buy	30,401 +2,225	+8%	+$157K	0.01%	543
2025 Q4	$1.9M	Buy	28,176 +140	+0.5%	+$9.83K	0.01%	467
2025 Q3	$2.01M	Buy	28,036 +1,503	+6%	+$98.5K	0.01%	448
2025 Q2	$1.71M	Buy	26,533 +967	+4%	+$59.6K	0.01%	453
2025 Q1	$1.58M	Buy	+25,566	New	+$1.53M	0.01%	448
2024 Q2	–	Sell	-97	Closed	-$5.75K	–	1936
2024 Q1	$5.75K	Sell	97 -2,789	-97%	-$160K	﹤0.01%	1501
2023 Q4	$181K	Buy	2,886 +67	+2%	+$3.86K	﹤0.01%	696
2023 Q3	$157K	Buy	2,819 +316	+13%	+$21.1K	﹤0.01%	680
2023 Q2	$178K	Buy	2,503 +2,283	+1,038%	+$170K	﹤0.01%	678
2023 Q1	$17K	Sell	220 -39	-15%	-$3.08K	﹤0.01%	1123
2022 Q4	$21.8K	Sell	259 -22	-8%	-$1.75K	﹤0.01%	1080
2022 Q3	$22.6K	Buy	281 +78	+38%	+$6.87K	﹤0.01%	1069
2022 Q2	$17.7K	Sell	203 -5	-2%	-$444	﹤0.01%	1137
2022 Q1	$18.2K	Hold	208	–	–	﹤0.01%	1194
2021 Q4	$18.4K	Buy	+208	New	+$17.9K	﹤0.01%	1223

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