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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Virtus Investment Advisers's ES Position: Q1 2026 in Review

Virtus Investment Advisers increased its Eversource Energy (ES) stake by 13% in Q1 2026, buying an estimated $22.7K and bringing the position to 2,783 shares worth $193K. The position accounts for 0.05% of the portfolio, ranked #381.

Virtus Investment Advisers first reported a position in ES in Q3 2016 and has held it in 7 quarters since. The position peaked at $2.87M in Q3 2016. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

Virtus Investment Advisers held 2,783 shares of Eversource Energy worth $193K as of Q1 2026.
Virtus Investment Advisers bought 321 Eversource Energy shares in Q1 2026, an estimated $22.7K.
Eversource Energy made up 0.05% of Virtus Investment Advisers's portfolio in Q1 2026, its #381 holding.
Virtus Investment Advisers first reported a position in Eversource Energy in Q3 2016 and has held it in 7 quarters since.
Virtus Investment Advisers's Eversource Energy position peaked at $2.87M in Q3 2016.
1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Virtus Investment Advisers's 13F filing for Q1 2026, filed 14 May 2026.