Tortoise Investment Management’s Eversource Energy ES Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-1,024	Closed	-$72.9K	–	617
2025 Q3	$72.9K	Sell	1,024 -13	-1%	-$852	0.01%	348
2025 Q2	$66K	Buy	1,037 +47	+5%	+$2.9K	0.01%	348
2025 Q1	$61.5K	Hold	990	–	–	0.01%	345
2024 Q4	$56.9K	Hold	990	–	–	0.01%	402
2024 Q3	$67.4K	Hold	990	–	–	0.01%	365
2024 Q2	$56.1K	Sell	990 -39	-4%	-$2.31K	0.01%	375
2024 Q1	$61.5K	Buy	1,029 +344	+50%	+$19.8K	0.01%	361
2023 Q4	$42.3K	Hold	685	–	–	0.01%	378
2023 Q3	$39.8K	Hold	685	–	–	0.01%	370
2023 Q2	$48.6K	Hold	685	–	–	0.01%	350
2023 Q1	$53.6K	Hold	685	–	–	0.01%	329
2022 Q4	$57.4K	Hold	685	–	–	0.01%	316
2022 Q3	$53K	Buy	685 +141	+26%	+$12.4K	0.01%	305
2022 Q2	$46K	Hold	544	–	–	0.01%	313
2022 Q1	$48K	Sell	544 -17	-3%	-$1.45K	0.01%	310
2021 Q4	$51K	Buy	561 +76	+16%	+$6.54K	0.01%	293
2021 Q3	$40K	Hold	485	–	–	0.01%	300
2021 Q2	$39K	Sell	485 -1,312	-73%	-$110K	0.01%	299
2021 Q1	$156K	Hold	1,797	–	–	0.03%	168
2020 Q4	$155K	Sell	1,797 -118	-6%	-$10.5K	0.04%	160
2020 Q3	$160K	Hold	1,915	–	–	0.04%	151
2020 Q2	$159K	Buy	1,915 +341	+22%	+$28.2K	0.04%	149
2020 Q1	$123K	Hold	1,574	–	–	0.04%	157
2019 Q4	$134K	Hold	1,574	–	–	0.03%	168
2019 Q3	$135K	Hold	1,574	–	–	0.03%	165
2019 Q2	$119K	Hold	1,574	–	–	0.03%	179
2019 Q1	$112K	Hold	1,574	–	–	0.03%	181
2018 Q4	$102K	Hold	1,574	–	–	0.03%	180
2018 Q3	$97K	Hold	1,574	–	–	0.03%	190
2018 Q2	$92K	Hold	1,574	–	–	0.03%	191
2018 Q1	$93K	Sell	1,574 -649	-29%	-$38.4K	0.03%	184
2017 Q4	$140K	Hold	2,223	–	–	0.04%	159
2017 Q3	$134K	Hold	2,223	–	–	0.04%	151
2017 Q2	$135K	Sell	2,223 -125	-5%	-$7.59K	0.04%	137
2017 Q1	$138K	Sell	2,348 -48	-2%	-$2.73K	0.05%	128
2016 Q4	$132K	Buy	2,396 +48	+2%	+$2.56K	0.05%	129
2016 Q3	$127K	Sell	2,348 -347	-13%	-$19.6K	0.04%	117
2016 Q2	$161K	Buy	2,695 +1,121	+71%	+$63.4K	0.06%	111
2016 Q1	$92K	Hold	1,574	–	–	0.03%	147
2015 Q4	$80K	Hold	1,574	–	–	0.03%	169
2015 Q3	$80K	Hold	1,574	–	–	0.03%	165
2015 Q2	$71K	Hold	1,574	–	–	0.03%	184
2015 Q1	$80K	Hold	1,574	–	–	0.03%	176
2014 Q4	$84K	Hold	1,574	–	–	0.03%	172
2014 Q3	$70K	Hold	1,574	–	–	0.03%	182
2014 Q2	$74K	Buy	1,574 +262	+20%	+$12K	0.03%	181
2014 Q1	$60K	Sell	1,312 -731	-36%	-$31.9K	0.03%	178
2013 Q4	$87K	Buy	2,043 +731	+56%	+$30.7K	0.05%	146
2013 Q3	$54K	Hold	1,312	–	–	0.03%	146
2013 Q2	$55K	Buy	+1,312	New	+$56.7K	0.04%	138

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

MAM

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Tortoise Investment Management's ES Position: Q4 2025 in Review

Tortoise Investment Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 1,024 shares — an estimated $72.9K sold.

Tortoise Investment Management first reported a position in ES in Q2 2013 and held it in 50 quarters. The position peaked at $161K in Q2 2016. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Tortoise Investment Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,024 Eversource Energy shares in Q4 2025, an estimated $72.9K.
Tortoise Investment Management first reported a position in Eversource Energy in Q2 2013 and held it in 50 quarters.
Tortoise Investment Management's Eversource Energy position peaked at $161K in Q2 2016.
1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.