VV
ES icon

Verity & Verity’s Eversource Energy ES Stock Holding History

Verity & Verity’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 		$310K Sell
4,475
-1,380
-24% -$97.5K 0.02% 117
2025
Q4 		$394K Hold
5,855
– – 0.03% 119
2025
Q3 		$417K Sell
5,855
-674
-10% -$44.2K 0.03% 104
2025
Q2 		$415K Buy
6,529
+197
+3% +$12.1K 0.04% 102
2025
Q1 		$393K Sell
6,332
-6,627
-51% -$395K 0.03% 103
2024
Q4 		$744K Buy
+12,959
New +$808K 0.07% 86
2023
Q4 		– Sell
-30,913
Closed -$1.8M – 109
2023
Q3 		$1.8M Sell
30,913
-10,199
-25% -$680K 0.23% 63
2023
Q2 		$2.92M Sell
41,112
-4,939
-11% -$368K 0.36% 59
2023
Q1 		$3.6M Sell
46,051
-4,686
-9% -$370K 0.46% 60
2022
Q4 		$4.25M Sell
50,737
-173
-0.3% -$13.7K 0.56% 59
2022
Q3 		$3.97M Sell
50,910
-275
-0.5% -$24.2K 0.64% 56
2022
Q2 		$4.32M Sell
51,185
-16,054
-24% -$1.43M 0.66% 59
2022
Q1 		$5.93M Buy
67,239
+1,388
+2% +$119K 0.82% 54
2021
Q4 		$5.99M Buy
65,851
+145
+0.2% +$12.5K 0.86% 49
2021
Q3 		$5.55M Sell
65,706
-866
-1% -$75.2K 0.83% 49
2021
Q2 		$5.34M Sell
66,572
-1
-0% -$84 0.84% 51
2021
Q1 		$5.32M Buy
66,573
+1,637
+3% +$139K 0.86% 52
2020
Q4 		$5.79M Sell
64,936
-3,383
-5% -$301K 1.09% 47
2020
Q3 		$6.11M Buy
68,319
+724
+1% +$62K 1.34% 36
2020
Q2 		$5.81M Sell
67,595
-28,986
-30% -$2.4M 1.38% 37
2020
Q1 		$7.55M Sell
96,581
-8,979
-9% -$788K 2.13% 11
2019
Q4 		$8.98M Sell
105,560
-2,119
-2% -$176K 1.74% 21
2019
Q3 		$9.27M Buy
107,679
+822
+0.8% +$65.3K 1.96% 17
2019
Q2 		$8.1M Buy
106,857
+525
+0.5% +$38.4K 1.76% 22
2019
Q1 		$7.54M Buy
106,332
+1,095
+1% +$75.4K 1.73% 19
2018
Q4 		$6.84M Sell
105,237
-1,523
-1% -$99.2K 1.83% 21
2018
Q3 		$6.56M Sell
106,760
-7,808
-7% -$478K 1.58% 26
2018
Q2 		$6.71M Buy
114,568
+2,536
+2% +$146K 1.74% 21
2018
Q1 		$6.6M Buy
112,032
+1,607
+1% +$95.1K 1.78% 22
2017
Q4 		$6.98M Buy
110,425
+1,523
+1% +$96.3K 1.88% 21
2017
Q3 		$6.58M Buy
108,902
+19
+0% +$1.17K 1.92% 22
2017
Q2 		$6.61M Sell
108,883
-1,744
-2% -$106K 2.03% 17
2017
Q1 		$6.5M Buy
110,627
+3,955
+4% +$225K 2.02% 18
2016
Q4 		$5.89M Buy
106,672
+3,005
+3% +$161K 2.05% 17
2016
Q3 		$5.62M Buy
103,667
+25,604
+33% +$1.45M 2.06% 15
2016
Q2 		$4.68M Sell
78,063
-1,590
-2% -$89.9K 1.8% 23
2016
Q1 		$4.65M Sell
79,653
-1,049
-1% -$57.2K 1.97% 19
2015
Q4 		$4.12M Sell
80,702
-1,345
-2% -$68.4K 1.87% 21
2015
Q3 		$4.15M Sell
82,047
-39,366
-32% -$1.9M 2.03% 14
2015
Q2 		$6.35M Buy
121,413
+32,068
+36% +$1.55M 3.07% 1
2015
Q1 		$4.51M Buy
89,345
+4,096
+5% +$216K 2.07% 12
2014
Q4 		$4.56M Buy
85,249
+620
+0.7% +$30.9K 2.16% 11
2014
Q3 		$3.75M Buy
84,629
+1,559
+2% +$70.1K 1.88% 24
2014
Q2 		$3.93M Buy
83,070
+3,305
+4% +$152K 2.02% 19
2014
Q1 		$3.63M Buy
79,765
+15,195
+24% +$663K 1.97% 18
2013
Q4 		$2.74M Buy
64,570
+7,743
+14% +$325K 1.51% 39
2013
Q3 		$2.34M Buy
56,827
+11,220
+25% +$475K 1.35% 43
2013
Q2 		$1.92M Buy
+45,607
New +$1.97M 1.17% 50

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

Verity & Verity's ES Position: Q1 2026 in Review

Verity & Verity reduced its Eversource Energy (ES) stake by 24% in Q1 2026, selling an estimated $97.5K and leaving 4,475 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #117.

Verity & Verity first reported a position in ES in Q2 2013 and has held it in 48 quarters since. The position peaked at $9.27M in Q3 2019. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Verity & Verity held 4,475 shares of Eversource Energy worth $310K as of Q1 2026.
  • Verity & Verity sold 1,380 Eversource Energy shares in Q1 2026, an estimated $97.5K.
  • Eversource Energy made up 0.02% of Verity & Verity's portfolio in Q1 2026, its #117 holding.
  • Verity & Verity first reported a position in Eversource Energy in Q2 2013 and has held it in 48 quarters since.
  • Verity & Verity's Eversource Energy position peaked at $9.27M in Q3 2019.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Verity & Verity's 13F filing for Q1 2026, filed 15 Apr 2026.