UBS Group
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UBS Group’s Eversource Energy ES Stock Holding History

UBS Group’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
2018
Q3 		– Sell
-8,700
Closed -$510K – 8051
2018
Q2 		$510K Buy
+8,700
New +$501K ﹤0.01% 4301
2018
Q1 		– Sell
-17,800
Closed -$1.13M – 7899
2017
Q4 		$1.13M Buy
+17,800
New +$1.13M ﹤0.01% 3694
2016
Q4 		– Sell
-8,000
Closed -$433K – 7826
2016
Q3 		$433K Hold
8,000
– – ﹤0.01% 4010
2016
Q2 		$479K Sell
8,000
-2,000
-20% -$113K ﹤0.01% 3915
2016
Q1 		$583K Buy
+10,000
New +$546K ﹤0.01% 3657
2015
Q2 		– Sell
-300
Closed -$15K – 8578
2015
Q1 		$15K Sell
300
-4,900
-94% -$258K ﹤0.01% 7280
2014
Q4 		$278K Buy
+5,200
New +$259K ﹤0.01% 4719

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

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.