Vanguard Personalized Indexing Management
ES icon

Vanguard Personalized Indexing Management’s Eversource Energy ES Stock Holding History

Vanguard Personalized Indexing Management’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 		$4.79M Buy
66,213
+819
+1% +$56.7K 0.04% 371
2026
Q1 		$4.53M Buy
65,394
+1,430
+2% +$101K 0.04% 342
2025
Q4 		$4.31M Sell
63,964
-649
-1% -$45.6K 0.04% 356
2025
Q3 		$4.6M Sell
64,613
-706
-1% -$46.3K 0.05% 341
2025
Q2 		$4.16M Sell
65,319
-1,597
-2% -$98.4K 0.05% 344
2025
Q1 		$4.16M Buy
66,916
+4,935
+8% +$294K 0.06% 280
2024
Q4 		$3.56M Buy
61,981
+6,132
+11% +$382K 0.05% 309
2024
Q3 		$3.8M Buy
55,849
+7,621
+16% +$492K 0.06% 279
2024
Q2 		$2.73M Buy
48,228
+2,224
+5% +$132K 0.05% 324
2024
Q1 		$2.75M Sell
46,004
-17,917
-28% -$1.03M 0.06% 296
2023
Q4 		$3.95M Buy
63,921
+33,785
+112% +$1.95M 0.1% 185
2023
Q3 		$1.75M Buy
30,136
+8,294
+38% +$553K 0.05% 351
2023
Q2 		$1.55M Buy
21,842
+778
+4% +$57.9K 0.05% 387
2023
Q1 		$1.65M Buy
21,064
+4,258
+25% +$336K 0.06% 348
2022
Q4 		$1.41M Sell
16,806
-433
-3% -$34.3K 0.06% 380
2022
Q3 		$1.34M Buy
17,239
+3,833
+29% +$338K 0.06% 338
2022
Q2 		$1.13M Buy
13,406
+1,911
+17% +$170K 0.05% 407
2022
Q1 		$1.01M Buy
11,495
+2,500
+28% +$214K 0.05% 445
2021
Q4 		$818K Buy
8,995
+2,057
+30% +$177K 0.05% 491
2021
Q3 		$567K Buy
6,938
+1,201
+21% +$104K 0.05% 446
2021
Q2 		$460K Buy
+5,737
New +$483K 0.05% 522

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Personalized Indexing Management's ES Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its Eversource Energy (ES) stake by 1.3% in Q2 2026, buying an estimated $56.7K and bringing the position to 66,213 shares worth $4.79M. The position accounts for 0.04% of the portfolio, ranked #371.

Vanguard Personalized Indexing Management first reported a position in ES in Q2 2021 and has held it in 21 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Vanguard Personalized Indexing Management held 66,213 shares of Eversource Energy worth $4.79M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 819 Eversource Energy shares in Q2 2026, an estimated $56.7K.
  • Eversource Energy made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #371 holding.
  • Vanguard Personalized Indexing Management first reported a position in Eversource Energy in Q2 2021 and has held it in 21 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.