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 Q2	$3.25K	Sell	45 -313	-87%	-$21.7K	﹤0.01%	964
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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Truvestments Capital's ES Position: Q2 2026 in Review

Truvestments Capital reduced its Eversource Energy (ES) stake by 87% in Q2 2026, selling an estimated $21.7K and leaving 45 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Truvestments Capital first reported a position in ES in Q1 2020 and has held it in 13 quarters since. The position peaked at $24.8K in Q1 2026. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Truvestments Capital held 45 shares of Eversource Energy worth $3.25K as of Q2 2026.
Truvestments Capital sold 313 Eversource Energy shares in Q2 2026, an estimated $21.7K.
Eversource Energy made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #964 holding.
Truvestments Capital first reported a position in Eversource Energy in Q1 2020 and has held it in 13 quarters since.
Truvestments Capital's Eversource Energy position peaked at $24.8K in Q1 2026.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.