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
2020 Q3	–	Sell	-1,000	Closed	-$83K	–	8094
2020 Q2	$83K	Buy	1,000 +100	+11%	+$8.28K	﹤0.01%	5442
2020 Q1	$70K	Buy	900 +100	+13%	+$8.77K	﹤0.01%	5564
2019 Q4	$68K	Hold	800	–	–	﹤0.01%	6193
2019 Q3	$68K	Buy	+800	New	+$63.6K	﹤0.01%	6003
2019 Q2	–	Sell	-800	Closed	-$57K	–	7938
2019 Q1	$57K	Hold	800	–	–	﹤0.01%	5451
2018 Q4	$52K	Hold	800	–	–	﹤0.01%	6053
2018 Q3	$49K	Hold	800	–	–	﹤0.01%	6175
2018 Q2	$47K	Hold	800	–	–	﹤0.01%	6008
2018 Q1	$47K	Buy	+800	New	+$47.3K	﹤0.01%	5757

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

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.