Truvestments Capital’s Eversource Energy ES Stock Holding History

Truvestments Capital’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	$24.8K	Buy	358 +63	+21%	+$4.45K	﹤0.01%	602
2025 Q4	$19.9K	Hold	295	–	–	﹤0.01%	594
2025 Q3	$21K	Buy	+295	New	+$19.3K	﹤0.01%	590
2023 Q4	–	Sell	-36	Closed	-$2.09K	–	805
2023 Q3	$2.09K	Hold	36	–	–	﹤0.01%	587
2023 Q2	$2.55K	Buy	+36	New	+$2.68K	﹤0.01%	587
2023 Q1	–	Sell	-12	Closed	-$1.01K	–	757
2022 Q4	$1.01K	Buy	+12	New	+$952	﹤0.01%	824
2021 Q4	–	Sell	-107	Closed	-$9K	–	617
2021 Q3	$9K	Hold	107	–	–	0.01%	391
2021 Q2	$9K	Hold	107	–	–	﹤0.01%	396
2021 Q1	$9K	Hold	107	–	–	0.01%	447
2020 Q4	$9K	Buy	+107	New	+$9.53K	0.01%	441
2020 Q3	–	Sell	-107	Closed	-$8K	–	394
2020 Q2	$8K	Hold	107	–	–	0.01%	402
2020 Q1	$8K	Buy	+107	New	+$9.39K	0.01%	368

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

Truvestments Capital's ES Position: Q1 2026 in Review

Truvestments Capital increased its Eversource Energy (ES) stake by 21% in Q1 2026, buying an estimated $4.45K and bringing the position to 358 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

Truvestments Capital first reported a position in ES in Q1 2020 and has held it in 12 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Truvestments Capital held 358 shares of Eversource Energy worth $24.8K as of Q1 2026.
Truvestments Capital bought 63 Eversource Energy shares in Q1 2026, an estimated $4.45K.
Eversource Energy made up ﹤0.01% of Truvestments Capital's portfolio in Q1 2026, its #602 holding.
Truvestments Capital first reported a position in Eversource Energy in Q1 2020 and has held it in 12 quarters since.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

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