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Wilmington Savings Fund Society’s Eversource Energy ES Stock Holding History

Wilmington Savings Fund Society’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 		$142K Sell
2,050
-1,279
-38% -$90.4K ﹤0.01% 665
2025
Q4 		$224K Sell
3,329
-19
-0.6% -$1.33K 0.01% 570
2025
Q3 		$238K Sell
3,348
-1,398
-29% -$91.7K 0.01% 555
2025
Q2 		$302K Sell
4,746
-290
-6% -$17.9K 0.01% 701
2025
Q1 		$313K Buy
5,036
+184
+4% +$11K 0.01% 690
2024
Q4 		$279K Buy
4,852
+888
+22% +$55.3K 0.01% 723
2024
Q3 		$270K Buy
+3,964
New +$256K ﹤0.01% 725

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

Wilmington Savings Fund Society's ES Position: Q1 2026 in Review

Wilmington Savings Fund Society reduced its Eversource Energy (ES) stake by 38% in Q1 2026, selling an estimated $90.4K and leaving 2,050 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Wilmington Savings Fund Society first reported a position in ES in Q3 2024 and has held it in 7 quarters since. The position peaked at $313K in Q1 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Wilmington Savings Fund Society held 2,050 shares of Eversource Energy worth $142K as of Q1 2026.
  • Wilmington Savings Fund Society sold 1,279 Eversource Energy shares in Q1 2026, an estimated $90.4K.
  • Eversource Energy made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #665 holding.
  • Wilmington Savings Fund Society first reported a position in Eversource Energy in Q3 2024 and has held it in 7 quarters since.
  • Wilmington Savings Fund Society's Eversource Energy position peaked at $313K in Q1 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.