West Family Investments’s Eversource Energy ES Stock Holding History

West Family 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 Q2	$702K	Buy	+9,717	New	+$673K	0.2%	113
2024 Q1	–	Sell	-5,443	Closed	-$336K	–	265
2023 Q4	$336K	Buy	5,443 +1,748	+47%	+$101K	0.11%	139
2023 Q3	$215K	Buy	+3,695	New	+$246K	0.07%	200
2023 Q2	–	Sell	-3,137	Closed	-$246K	–	242
2023 Q1	$246K	Buy	+3,137	New	+$248K	0.1%	158
2022 Q2	–	Sell	-2,674	Closed	-$236K	–	263
2022 Q1	$236K	Buy	+2,674	New	+$229K	0.07%	233
2021 Q4	–	Sell	-2,514	Closed	-$206K	–	344
2021 Q3	$206K	Buy	+2,514	New	+$218K	0.05%	306

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

West Family Investments's ES Position: Q2 2026 in Review

West Family Investments opened a new position in Eversource Energy (ES) in Q2 2026: 9,717 shares worth $702K. The stake represents 0.2% of the portfolio and ranks #113 among its holdings. This is a return to the name: West Family Investments previously reported a position in ES as recently as Q4 2023.

West Family Investments first reported a position in ES in Q3 2021 and has held it in 6 quarters since. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

West Family Investments held 9,717 shares of Eversource Energy worth $702K as of Q2 2026.
Eversource Energy was a new West Family Investments position in Q2 2026.
Eversource Energy made up 0.2% of West Family Investments's portfolio in Q2 2026, its #113 holding.
West Family Investments first reported a position in Eversource Energy in Q3 2021 and has held it in 6 quarters since.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.