Virtus Investment Advisers’s Eversource Energy ES Stock Holding History

Virtus Investment 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 Q2	$201K	Buy	2,785 +2	+0.1%	+$139	0.05%	395
2026 Q1	$193K	Buy	2,783 +321	+13%	+$22.7K	0.05%	381
2025 Q4	$166K	Buy	+2,462	New	+$173K	0.05%	381
2017 Q4	–	Sell	-6,214	Closed	-$376K	–	516
2017 Q3	$376K	Sell	6,214 -966	-13%	-$59.6K	0.04%	343
2017 Q2	$436K	Sell	7,180 -993	-12%	-$60.3K	0.04%	342
2017 Q1	$480K	Sell	8,173 -1,105	-12%	-$62.8K	0.04%	333
2016 Q4	$512K	Sell	9,278 -43,732	-82%	-$2.34M	0.04%	355
2016 Q3	$2.87M	Buy	+53,010	New	+$2.99M	0.18%	177

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Virtus Investment Advisers's ES Position: Q2 2026 in Review

Virtus Investment Advisers increased its Eversource Energy (ES) stake by 0.07% in Q2 2026, buying an estimated $139 and bringing the position to 2,785 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #395.

Virtus Investment Advisers first reported a position in ES in Q3 2016 and has held it in 8 quarters since. The position peaked at $2.87M in Q3 2016. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Virtus Investment Advisers held 2,785 shares of Eversource Energy worth $201K as of Q2 2026.
Virtus Investment Advisers bought 2 Eversource Energy shares in Q2 2026, an estimated $139.
Eversource Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q2 2026, its #395 holding.
Virtus Investment Advisers first reported a position in Eversource Energy in Q3 2016 and has held it in 8 quarters since.
Virtus Investment Advisers's Eversource Energy position peaked at $2.87M in Q3 2016.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Virtus Investment Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.