W.H. Cornerstone Investments’s Eversource Energy ES Stock Holding History

W.H. Cornerstone Investments’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	$286K	Buy	+4,128	New	+$292K	0.18%	101
2024 Q4	–	Sell	-7,080	Closed	-$482K	–	120
2024 Q3	$482K	Sell	7,080 -216	-3%	-$14K	0.33%	65
2024 Q2	$414K	Sell	7,296 -1,017	-12%	-$60.3K	0.29%	70
2024 Q1	$497K	Sell	8,313 -2,226	-21%	-$128K	0.36%	68
2023 Q4	$650K	Sell	10,539 -3,879	-27%	-$224K	0.52%	53
2023 Q3	$838K	Sell	14,418 -475	-3%	-$31.7K	0.74%	45
2023 Q2	$1.06M	Sell	14,893 -1,393	-9%	-$104K	0.94%	37
2023 Q1	$1.27M	Buy	16,286 +1,995	+14%	+$158K	1.16%	21
2022 Q4	$1.2M	Buy	14,291 +4,078	+40%	+$323K	1.14%	24
2022 Q3	$760K	Buy	+10,213	New	+$900K	0.8%	42

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

W.H. Cornerstone Investments's ES Position: Q1 2026 in Review

W.H. Cornerstone Investments opened a new position in Eversource Energy (ES) in Q1 2026: 4,128 shares worth $286K. The stake represents 0.18% of the portfolio and ranks #101 among its holdings. This is a return to the name: W.H. Cornerstone Investments previously reported a position in ES as recently as Q3 2024.

W.H. Cornerstone Investments first reported a position in ES in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.27M in Q1 2023. 1,064 funds tracked by Wall St. Rank hold ES as of Q1 2026.

W.H. Cornerstone Investments held 4,128 shares of Eversource Energy worth $286K as of Q1 2026.
Eversource Energy was a new W.H. Cornerstone Investments position in Q1 2026.
Eversource Energy made up 0.18% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #101 holding.
W.H. Cornerstone Investments first reported a position in Eversource Energy in Q3 2022 and has held it in 10 quarters since.
W.H. Cornerstone Investments's Eversource Energy position peaked at $1.27M in Q1 2023.
1,064 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.