WI
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WBI Investments’s Eversource Energy ES Stock Holding History

WBI 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 		$718K Sell
10,362
-9,983
-49% -$706K 0.2% 147
2025
Q4 		$1.37M Sell
20,345
-16,197
-44% -$1.14M 0.36% 63
2025
Q3 		$2.6M Buy
+36,542
New +$2.4M 0.66% 28
2025
Q2 		– Sell
-19,232
Closed -$1.19M – 286
2025
Q1 		$1.19M Buy
+19,232
New +$1.15M 0.31% 89

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

WBI Investments's ES Position: Q1 2026 in Review

WBI Investments reduced its Eversource Energy (ES) stake by 49% in Q1 2026, selling an estimated $706K and leaving 10,362 shares worth $718K. The position accounts for 0.2% of the portfolio, ranked #147.

WBI Investments first reported a position in ES in Q1 2025 and has held it in 4 quarters since. The position peaked at $2.6M in Q3 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • WBI Investments held 10,362 shares of Eversource Energy worth $718K as of Q1 2026.
  • WBI Investments sold 9,983 Eversource Energy shares in Q1 2026, an estimated $706K.
  • Eversource Energy made up 0.2% of WBI Investments's portfolio in Q1 2026, its #147 holding.
  • WBI Investments first reported a position in Eversource Energy in Q1 2025 and has held it in 4 quarters since.
  • WBI Investments's Eversource Energy position peaked at $2.6M in Q3 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.