Vontobel Holding
ES icon

Vontobel Holding’s Eversource Energy ES Stock Holding History

Vontobel Holding’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 		$34.9M Buy
503,509
+32,764
+7% +$2.32M 0.12% 157
2025
Q4 		$31.7M Buy
470,745
+409,112
+664% +$28.7M 0.1% 168
2025
Q3 		$4.38M Sell
61,633
-1,706
-3% -$112K 0.01% 404
2025
Q2 		$4.03M Sell
63,339
-31,396
-33% -$1.93M 0.01% 394
2025
Q1 		$5.88M Sell
94,735
-8,504
-8% -$507K 0.02% 293
2024
Q4 		$5.93M Buy
103,239
+17,040
+20% +$1.06M 0.02% 292
2024
Q3 		$5.87M Sell
86,199
-1,515
-2% -$97.9K 0.02% 294
2024
Q2 		$4.97M Buy
87,714
+24,356
+38% +$1.44M 0.02% 304
2024
Q1 		$3.79M Sell
63,358
-6,446
-9% -$371K 0.03% 354
2023
Q4 		$4.31M Sell
69,804
-58,813
-46% -$3.39M 0.04% 322
2023
Q3 		$7.48M Buy
128,617
+18,425
+17% +$1.23M 0.07% 237
2023
Q2 		$7.81M Buy
110,192
+38,227
+53% +$2.85M 0.07% 234
2023
Q1 		$5.63M Buy
71,965
+12,200
+20% +$964K 0.05% 271
2022
Q4 		$5.04M Buy
59,765
+12,072
+25% +$957K 0.05% 276
2022
Q3 		$3.72M Buy
47,693
+40,984
+611% +$3.61M 0.04% 308
2022
Q2 		$561K Sell
6,709
-1,107
-14% -$98.4K 0.01% 688
2022
Q1 		$693K Buy
7,816
+613
+9% +$52.4K 0.01% 709
2021
Q4 		$657K Sell
7,203
-110
-2% -$9.46K 0.01% 748
2021
Q3 		$598K Sell
7,313
-66
-0.9% -$5.73K 0.01% 736
2021
Q2 		$591K Sell
7,379
-757
-9% -$63.7K 0.01% 716
2021
Q1 		$705K Buy
8,136
+28
+0.3% +$2.38K 0.01% 592
2020
Q4 		$694K Buy
+8,108
New +$722K ﹤0.01% 592

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

Vontobel Holding's ES Position: Q1 2026 in Review

Vontobel Holding increased its Eversource Energy (ES) stake by 7% in Q1 2026, buying an estimated $2.32M and bringing the position to 503,509 shares worth $34.9M. The position accounts for 0.12% of the portfolio, ranked #157.

Vontobel Holding first reported a position in ES in Q4 2020 and has held it in 22 quarters since. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Vontobel Holding held 503,509 shares of Eversource Energy worth $34.9M as of Q1 2026.
  • Vontobel Holding bought 32,764 Eversource Energy shares in Q1 2026, an estimated $2.32M.
  • Eversource Energy made up 0.12% of Vontobel Holding's portfolio in Q1 2026, its #157 holding.
  • Vontobel Holding first reported a position in Eversource Energy in Q4 2020 and has held it in 22 quarters since.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.