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Waterloo Capital’s Eversource Energy ES Stock Holding History

Waterloo Capital’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 		$208K Buy
+2,882
New +$200K 0.01% 544

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Waterloo Capital's ES Position: Q2 2026 in Review

Waterloo Capital opened a new position in Eversource Energy (ES) in Q2 2026: 2,882 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #544 among its holdings.

1,119 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Waterloo Capital held 2,882 shares of Eversource Energy worth $208K as of Q2 2026.
  • Eversource Energy was a new Waterloo Capital position in Q2 2026.
  • Eversource Energy made up 0.01% of Waterloo Capital's portfolio in Q2 2026, its #544 holding.
  • 1,119 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.