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Vident Advisory’s Eversource Energy ES Stock Holding History

Vident Advisory’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 		$886K Buy
12,793
+2,201
+21% +$156K 0.01% 931
2025
Q4 		$713K Sell
10,592
-852
-7% -$59.8K 0.01% 967
2025
Q3 		$814K Buy
11,444
+1,870
+20% +$123K 0.01% 924
2025
Q2 		$609K Sell
9,574
-6,520
-41% -$402K 0.01% 943
2025
Q1 		$1,000K Sell
16,094
-18,803
-54% -$1.12M 0.01% 718
2024
Q4 		$2M Buy
34,897
+30,775
+747% +$1.92M 0.04% 415
2024
Q3 		$281K Buy
4,122
+94
+2% +$6.07K 0.01% 1158
2024
Q2 		$228K Buy
+4,028
New +$239K 0.01% 1233

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

Vident Advisory's ES Position: Q1 2026 in Review

Vident Advisory increased its Eversource Energy (ES) stake by 21% in Q1 2026, buying an estimated $156K and bringing the position to 12,793 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #931.

Vident Advisory first reported a position in ES in Q2 2024 and has held it in 8 quarters since. The position peaked at $2M in Q4 2024. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Vident Advisory held 12,793 shares of Eversource Energy worth $886K as of Q1 2026.
  • Vident Advisory bought 2,201 Eversource Energy shares in Q1 2026, an estimated $156K.
  • Eversource Energy made up 0.01% of Vident Advisory's portfolio in Q1 2026, its #931 holding.
  • Vident Advisory first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
  • Vident Advisory's Eversource Energy position peaked at $2M in Q4 2024.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.