Valley National Advisers’s Eversource Energy ES Stock Holding History

Valley National Advisers’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	$12K	Sell	174 -40	-19%	-$2.83K	﹤0.01%	574
2025 Q4	$14K	Buy	214 +20	+10%	+$1.4K	﹤0.01%	543
2025 Q3	$13K	Hold	194	–	–	﹤0.01%	523
2025 Q2	$12K	Hold	194	–	–	﹤0.01%	523
2025 Q1	$12K	Hold	194	–	–	﹤0.01%	534
2024 Q4	$11K	Hold	194	–	–	﹤0.01%	523
2024 Q3	$13K	Sell	194 -165	-46%	-$10.7K	﹤0.01%	490
2024 Q2	$20K	Buy	359 +10	+3%	+$593	﹤0.01%	508
2024 Q1	$20K	Buy	349 +10	+3%	+$575	﹤0.01%	525
2023 Q4	$20K	Buy	339 +85	+33%	+$4.9K	﹤0.01%	541
2023 Q3	$15K	Buy	254 +60	+31%	+$4K	﹤0.01%	540
2023 Q2	$14K	Hold	194	–	–	﹤0.01%	551
2023 Q1	$15K	Hold	194	–	–	﹤0.01%	539
2022 Q4	$16K	Hold	194	–	–	﹤0.01%	520
2022 Q3	$15K	Hold	194	–	–	﹤0.01%	532
2022 Q2	$16K	Hold	194	–	–	﹤0.01%	512
2022 Q1	$17K	Hold	194	–	–	﹤0.01%	533
2021 Q4	$18K	Hold	194	–	–	﹤0.01%	516
2021 Q3	$16K	Hold	194	–	–	﹤0.01%	520
2021 Q2	$16K	Sell	194 -4	-2%	-$337	﹤0.01%	519
2021 Q1	$17K	Sell	198 -93	-32%	-$7.89K	﹤0.01%	474
2020 Q4	$25K	Hold	291	–	–	0.01%	402
2020 Q3	$24K	Hold	291	–	–	0.01%	379
2020 Q2	$24K	Hold	291	–	–	0.01%	367
2020 Q1	$23K	Buy	291 +14	+5%	+$1.23K	0.01%	357
2019 Q4	$24K	Hold	277	–	–	0.01%	400
2019 Q3	$24K	Hold	277	–	–	0.01%	393
2019 Q2	$21K	Hold	277	–	–	0.01%	389
2019 Q1	$20K	Hold	277	–	–	0.01%	391
2018 Q4	$18K	Buy	277 +106	+62%	+$6.91K	0.01%	378
2018 Q3	$11K	Hold	171	–	–	﹤0.01%	426
2018 Q2	$10K	Hold	171	–	–	﹤0.01%	412
2018 Q1	$10K	Hold	171	–	–	﹤0.01%	400
2017 Q4	$11K	Hold	171	–	–	﹤0.01%	395
2017 Q3	$10K	Hold	171	–	–	﹤0.01%	402
2017 Q2	$10K	Hold	171	–	–	﹤0.01%	402
2017 Q1	$10K	Hold	171	–	–	﹤0.01%	405
2016 Q4	$9K	Hold	171	–	–	﹤0.01%	419
2016 Q3	$9K	Hold	171	–	–	﹤0.01%	395
2016 Q2	$10K	Hold	171	–	–	0.01%	384
2016 Q1	$10K	Hold	171	–	–	0.01%	379
2015 Q4	$9K	Hold	171	–	–	0.01%	389
2015 Q3	$9K	Hold	171	–	–	0.01%	390
2015 Q2	$8K	Hold	171	–	–	﹤0.01%	400
2015 Q1	$9K	Hold	171	–	–	0.01%	387
2014 Q4	$7K	Buy	+171	New	+$8.53K	0.01%	308

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

Valley National Advisers's ES Position: Q1 2026 in Review

Valley National Advisers reduced its Eversource Energy (ES) stake by 19% in Q1 2026, selling an estimated $2.83K and leaving 174 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Valley National Advisers first reported a position in ES in Q4 2014 and has held it in 46 quarters since. The position peaked at $25K in Q4 2020. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Valley National Advisers held 174 shares of Eversource Energy worth $12K as of Q1 2026.
Valley National Advisers sold 40 Eversource Energy shares in Q1 2026, an estimated $2.83K.
Eversource Energy made up ﹤0.01% of Valley National Advisers's portfolio in Q1 2026, its #574 holding.
Valley National Advisers first reported a position in Eversource Energy in Q4 2014 and has held it in 46 quarters since.
Valley National Advisers's Eversource Energy position peaked at $25K in Q4 2020.
1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.