UBS Group’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $131M | Sell |
1,885,363
-425,721
| -18% | -$30.1M | 0.02% | 854 |
|
|
2025
Q4 | $156M | Sell |
2,311,084
-1,516,057
| -40% | -$106M | 0.03% | 705 |
|
|
2025
Q3 | $272M | Sell |
3,827,141
-157,168
| -4% | -$10.3M | 0.04% | 434 |
|
|
2025
Q2 | $253M | Buy |
3,984,309
+512,154
| +15% | +$31.6M | 0.04% | 436 |
|
|
2025
Q1 | $216M | Buy |
3,472,155
+516,993
| +17% | +$30.8M | 0.04% | 465 |
|
|
2024
Q4 | $170M | Buy |
2,955,162
+466,309
| +19% | +$29.1M | 0.03% | 589 |
|
|
2024
Q3 | $169M | Buy |
2,488,853
+287,060
| +13% | +$18.6M | 0.04% | 479 |
|
|
2024
Q2 | $125M | Buy |
2,201,793
+363,576
| +20% | +$21.6M | 0.03% | 537 |
|
|
2024
Q1 | $110M | Buy |
1,838,217
+888,686
| +94% | +$51.1M | 0.03% | 608 |
|
|
2023
Q4 | $58.6M | Sell |
949,531
-265,972
| -22% | -$15.3M | 0.02% | 883 |
|
|
2023
Q3 | $70.7M | Sell |
1,215,503
-64,323
| -5% | -$4.29M | 0.02% | 645 |
|
|
2023
Q2 | $90.8M | Buy |
1,279,826
+32,164
| +3% | +$2.4M | 0.03% | 534 |
|
|
2023
Q1 | $97.6M | Buy |
1,247,662
+99,515
| +9% | +$7.86M | 0.04% | 467 |
|
|
2022
Q4 | $96.3M | Buy |
1,148,147
+466,163
| +68% | +$37M | 0.04% | 504 |
|
|
2022
Q3 | $53.2M | Buy |
681,984
+8,217
| +1% | +$724K | 0.02% | 665 |
|
|
2022
Q2 | $56.9M | Sell |
673,767
-75,742
| -10% | -$6.73M | 0.02% | 662 |
|
|
2022
Q1 | $66.1M | Sell |
749,509
-25,030
| -3% | -$2.14M | 0.02% | 702 |
|
|
2021
Q4 | $70.5M | Sell |
774,539
-86,536
| -10% | -$7.44M | 0.02% | 755 |
|
|
2021
Q3 | $70.4M | Buy |
861,075
+90,527
| +12% | +$7.86M | 0.02% | 690 |
|
|
2021
Q2 | $61.8M | Sell |
770,548
-182,090
| -19% | -$15.3M | 0.02% | 736 |
|
|
2021
Q1 | $82.5M | Sell |
952,638
-307,286
| -24% | -$26.1M | 0.03% | 593 |
|
|
2020
Q4 | $109M | Buy |
1,259,924
+395,743
| +46% | +$35.2M | 0.04% | 456 |
|
|
2020
Q3 | $72.2M | Buy |
864,181
+73,388
| +9% | +$6.28M | 0.03% | 502 |
|
|
2020
Q2 | $65.8M | Buy |
790,793
+53,666
| +7% | +$4.44M | 0.03% | 495 |
|
|
2020
Q1 | $57.7M | Sell |
737,127
-417,034
| -36% | -$36.6M | 0.03% | 493 |
|
|
2019
Q4 | $98.2M | Buy |
1,154,161
+174,723
| +18% | +$14.5M | 0.03% | 453 |
|
|
2019
Q3 | $83.7M | Buy |
979,438
+202,816
| +26% | +$16.1M | 0.03% | 462 |
|
|
2019
Q2 | $58.8M | Sell |
776,622
-10,179
| -1% | -$745K | 0.02% | 592 |
|
|
2019
Q1 | $55.8M | Sell |
786,801
-39,795
| -5% | -$2.74M | 0.02% | 584 |
|
|
2018
Q4 | $53.8M | Sell |
826,596
-36,694
| -4% | -$2.39M | 0.02% | 568 |
|
|
2018
Q3 | $53M | Buy |
863,290
+27,072
| +3% | +$1.66M | 0.02% | 641 |
|
|
2018
Q2 | $49M | Buy |
836,218
+8,451
| +1% | +$486K | 0.02% | 667 |
|
|
2018
Q1 | $48.8M | Sell |
827,767
-71,344
| -8% | -$4.22M | 0.02% | 653 |
|
|
2017
Q4 | $56.8M | Sell |
899,111
-35,659
| -4% | -$2.25M | 0.02% | 617 |
|
|
2017
Q3 | $56.5M | Buy |
934,770
+58,410
| +7% | +$3.6M | 0.03% | 549 |
|
|
2017
Q2 | $53.2M | Buy |
876,360
+22,427
| +3% | +$1.36M | 0.03% | 551 |
|
|
2017
Q1 | $50.2M | Sell |
853,933
-66,683
| -7% | -$3.79M | 0.03% | 551 |
|
|
2016
Q4 | $50.8M | Buy |
920,616
+101,557
| +12% | +$5.43M | 0.03% | 539 |
|
|
2016
Q3 | $44.4M | Sell |
819,059
-30,509
| -4% | -$1.72M | 0.03% | 564 |
|
|
2016
Q2 | $50.9M | Sell |
849,568
-53,305
| -6% | -$3.01M | 0.03% | 496 |
|
|
2016
Q1 | $52.7M | Sell |
902,873
-107,870
| -11% | -$5.89M | 0.04% | 457 |
|
|
2015
Q4 | $51.6M | Sell |
1,010,743
-74,201
| -7% | -$3.78M | 0.03% | 501 |
|
|
2015
Q3 | $54.9M | Sell |
1,084,944
-5,675,056
| -84% | -$273M | 0.04% | 434 |
|
|
2015
Q2 | $307M | Buy |
6,760,000
+294,501
| +5% | +$14.3M | 0.2% | 103 |
|
|
2015
Q1 | $327M | Buy |
6,465,499
+239,156
| +4% | +$12.6M | 0.23% | 97 |
|
|
2014
Q4 | $333M | Buy |
+6,226,343
| New | +$310M | 0.23% | 85 |
|
Other funds holding ES
VCM
VPM
MAM
UBS Group's ES Position: Q1 2026 in Review
UBS Group reduced its Eversource Energy (ES) stake by 18% in Q1 2026, selling an estimated $30.1M and leaving 1,885,363 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #854.
UBS Group first reported a position in ES in Q4 2014 and has held it in 46 quarters since. The position peaked at $333M in Q4 2014. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.
- UBS Group held 1,885,363 shares of Eversource Energy worth $131M as of Q1 2026.
- UBS Group sold 425,721 Eversource Energy shares in Q1 2026, an estimated $30.1M.
- Eversource Energy made up 0.02% of UBS Group's portfolio in Q1 2026, its #854 holding.
- UBS Group first reported a position in Eversource Energy in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Eversource Energy position peaked at $333M in Q4 2014.
- 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.