TCA
ES icon

Transcend Capital Advisors’s Eversource Energy ES Stock Holding History

Transcend Capital Advisors’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 		$259K Buy
+3,732
New +$264K 0.02% 597
2021
Q3 		– Sell
-11,662
Closed -$934K – 494
2021
Q2 		$934K Buy
+11,662
New +$982K 0.13% 157

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Transcend Capital Advisors's ES Position: Q1 2026 in Review

Transcend Capital Advisors opened a new position in Eversource Energy (ES) in Q1 2026: 3,732 shares worth $259K. The stake represents 0.02% of the portfolio and ranks #597 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in ES as recently as Q2 2021.

Transcend Capital Advisors first reported a position in ES in Q2 2021 and has held it in 2 quarters since. The position peaked at $934K in Q2 2021. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Transcend Capital Advisors held 3,732 shares of Eversource Energy worth $259K as of Q1 2026.
  • Eversource Energy was a new Transcend Capital Advisors position in Q1 2026.
  • Eversource Energy made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #597 holding.
  • Transcend Capital Advisors first reported a position in Eversource Energy in Q2 2021 and has held it in 2 quarters since.
  • Transcend Capital Advisors's Eversource Energy position peaked at $934K in Q2 2021.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.