Vaughan David Investments’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
Q2 | $3.04M | Sell |
42,015
-1,375
| -3% | -$95.2K | 0.06% | 119 |
|
|
2026
Q1 | $3.01M | Sell |
43,390
-1,365
| -3% | -$96.5K | 0.06% | 115 |
|
|
2025
Q4 | $3.01M | Sell |
44,755
-3,525
| -7% | -$248K | 0.07% | 116 |
|
|
2025
Q3 | $3.44M | Sell |
48,280
-4,716
| -9% | -$309K | 0.07% | 110 |
|
|
2025
Q2 | $3.37M | Sell |
52,996
-3,185
| -6% | -$196K | 0.08% | 108 |
|
|
2025
Q1 | $3.49M | Sell |
56,181
-9,707
| -15% | -$579K | 0.08% | 105 |
|
|
2024
Q4 | $3.78M | Sell |
65,888
-2,389
| -3% | -$149K | 0.09% | 103 |
|
|
2024
Q3 | $4.65M | Sell |
68,277
-2,495
| -4% | -$161K | 0.11% | 100 |
|
|
2024
Q2 | $4.01M | Sell |
70,772
-12,517
| -15% | -$742K | 0.1% | 103 |
|
|
2024
Q1 | $4.98M | Sell |
83,289
-18,784
| -18% | -$1.08M | 0.12% | 100 |
|
|
2023
Q4 | $6.3M | Sell |
102,073
-11,883
| -10% | -$685K | 0.17% | 93 |
|
|
2023
Q3 | $6.63M | Sell |
113,956
-19,427
| -15% | -$1.3M | 0.2% | 92 |
|
|
2023
Q2 | $9.46M | Sell |
133,383
-12,153
| -8% | -$905K | 0.28% | 89 |
|
|
2023
Q1 | $11.4M | Sell |
145,536
-23,834
| -14% | -$1.88M | 0.34% | 87 |
|
|
2022
Q4 | $14.2M | Sell |
169,370
-237,126
| -58% | -$18.8M | 0.42% | 86 |
|
|
2022
Q3 | $31.7M | Buy |
406,496
+563
| +0.1% | +$49.6K | 1.06% | 41 |
|
|
2022
Q2 | $34.3M | Buy |
405,933
+4,656
| +1% | +$414K | 1.09% | 40 |
|
|
2022
Q1 | $35.4M | Buy |
401,277
+2,229
| +0.6% | +$191K | 1.04% | 44 |
|
|
2021
Q4 | $36.3M | Buy |
399,048
+3,896
| +1% | +$335K | 1.06% | 42 |
|
|
2021
Q3 | $32.3M | Buy |
395,152
+4,161
| +1% | +$361K | 1.03% | 41 |
|
|
2021
Q2 | $31.4M | Buy |
390,991
+11,159
| +3% | +$940K | 0.98% | 50 |
|
|
2021
Q1 | $32.9M | Buy |
379,832
+2,364
| +0.6% | +$201K | 1.04% | 33 |
|
|
2020
Q4 | $32.7M | Buy |
377,468
+2,245
| +0.6% | +$200K | 1.12% | 31 |
|
|
2020
Q3 | $31.4M | Buy |
375,223
+2,999
| +0.8% | +$257K | 1.22% | 26 |
|
|
2020
Q2 | $31M | Buy |
372,224
+2,556
| +0.7% | +$212K | 1.27% | 25 |
|
|
2020
Q1 | $28.9M | Sell |
369,668
-11,339
| -3% | -$995K | 1.34% | 21 |
|
|
2019
Q4 | $32.4M | Buy |
381,007
+1,377
| +0.4% | +$115K | 1.19% | 23 |
|
|
2019
Q3 | $32.4M | Buy |
379,630
+664
| +0.2% | +$52.8K | 1.24% | 23 |
|
|
2019
Q2 | $28.7M | Buy |
378,966
+3,771
| +1% | +$276K | 1.14% | 26 |
|
|
2019
Q1 | $26.6M | Sell |
375,195
-5,320
| -1% | -$366K | 1.12% | 29 |
|
|
2018
Q4 | $24.7M | Sell |
380,515
-3,205
| -0.8% | -$209K | 1.15% | 28 |
|
|
2018
Q3 | $23.6M | Buy |
383,720
+10,211
| +3% | +$625K | 0.99% | 46 |
|
|
2018
Q2 | $21.9M | Buy |
373,509
+17,965
| +5% | +$1.03M | 1.02% | 51 |
|
|
2018
Q1 | $20.9M | Buy |
355,544
+11,960
| +3% | +$708K | 0.99% | 56 |
|
|
2017
Q4 | $21.7M | Sell |
343,584
-5,920
| -2% | -$374K | 1.01% | 60 |
|
|
2017
Q3 | $21.1M | Sell |
349,504
-1,100
| -0.3% | -$67.9K | 1.04% | 54 |
|
|
2017
Q2 | $21.3M | Buy |
350,604
+7,125
| +2% | +$433K | 1.07% | 48 |
|
|
2017
Q1 | $20.2M | Buy |
343,479
+7,000
| +2% | +$398K | 1.05% | 54 |
|
|
2016
Q4 | $18.6M | Buy |
336,479
+6,100
| +2% | +$326K | 0.99% | 62 |
|
|
2016
Q3 | $17.9M | Buy |
330,379
+3,300
| +1% | +$186K | 0.97% | 63 |
|
|
2016
Q2 | $19.6M | Sell |
327,079
-25,830
| -7% | -$1.46M | 1.08% | 50 |
|
|
2016
Q1 | $20.6M | Sell |
352,909
-3,149
| -0.9% | -$172K | 1.17% | 43 |
|
|
2015
Q4 | $18.2M | Sell |
356,058
-977
| -0.3% | -$49.7K | 1.09% | 46 |
|
|
2015
Q3 | $18.1M | Buy |
357,035
+2,385
| +0.7% | +$115K | 1.14% | 44 |
|
|
2015
Q2 | $16.1M | Buy |
354,650
+3,424
| +1% | +$166K | 0.95% | 64 |
|
|
2015
Q1 | $17.7M | Sell |
351,226
-21,895
| -6% | -$1.15M | 1.05% | 54 |
|
|
2014
Q4 | $20M | Sell |
373,121
-5,150
| -1% | -$257K | 1.15% | 42 |
|
|
2014
Q3 | $16.8M | Buy |
378,271
+150
| +0% | +$6.75K | 1.02% | 57 |
|
|
2014
Q2 | $17.9M | Buy |
378,121
+5,275
| +1% | +$242K | 1.07% | 51 |
|
|
2014
Q1 | $17M | Buy |
372,846
+2,150
| +0.6% | +$93.9K | 1.06% | 52 |
|
|
2013
Q4 | $15.7M | Buy |
370,696
+7,728
| +2% | +$324K | 1.01% | 56 |
|
|
2013
Q3 | $15M | Sell |
362,968
-5,670
| -2% | -$240K | 1.04% | 54 |
|
|
2013
Q2 | $15.5M | Buy |
+368,638
| New | +$15.9M | 1.09% | 52 |
|
Other funds holding ES
Vaughan David Investments's ES Position: Q2 2026 in Review
Vaughan David Investments reduced its Eversource Energy (ES) stake by 3.2% in Q2 2026, selling an estimated $95.2K and leaving 42,015 shares worth $3.04M. The position accounts for 0.06% of the portfolio, ranked #119.
Vaughan David Investments first reported a position in ES in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.3M in Q4 2021. 1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- Vaughan David Investments held 42,015 shares of Eversource Energy worth $3.04M as of Q2 2026.
- Vaughan David Investments sold 1,375 Eversource Energy shares in Q2 2026, an estimated $95.2K.
- Eversource Energy made up 0.06% of Vaughan David Investments's portfolio in Q2 2026, its #119 holding.
- Vaughan David Investments first reported a position in Eversource Energy in Q2 2013 and has held it in 53 quarters since.
- Vaughan David Investments's Eversource Energy position peaked at $36.3M in Q4 2021.
- 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.