YDMI
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Y.D. More Investments’s Eversource Energy ES Stock Holding History

Y.D. More 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 		$94.6K Sell
1,365
-189
-12% -$13.4K ﹤0.01% 266
2025
Q4 		$105K Sell
1,554
-512
-25% -$35.9K 0.01% 243
2025
Q3 		$147K Sell
2,066
-890
-30% -$58.4K 0.01% 229
2025
Q2 		$187K Buy
2,956
+594
+25% +$36.6K 0.01% 212
2025
Q1 		$147K Buy
2,362
+286
+14% +$17.1K 0.01% 228
2024
Q4 		$119K Buy
2,076
+143
+7% +$8.91K 0.01% 244
2024
Q3 		$132K Buy
1,933
+62
+3% +$4.01K 0.01% 228
2024
Q2 		$106K Buy
+1,871
New +$111K 0.01% 245

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

Y.D. More Investments's ES Position: Q1 2026 in Review

Y.D. More Investments reduced its Eversource Energy (ES) stake by 12% in Q1 2026, selling an estimated $13.4K and leaving 1,365 shares worth $94.6K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Y.D. More Investments first reported a position in ES in Q2 2024 and has held it in 8 quarters since. The position peaked at $187K in Q2 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Y.D. More Investments held 1,365 shares of Eversource Energy worth $94.6K as of Q1 2026.
  • Y.D. More Investments sold 189 Eversource Energy shares in Q1 2026, an estimated $13.4K.
  • Eversource Energy made up ﹤0.01% of Y.D. More Investments's portfolio in Q1 2026, its #266 holding.
  • Y.D. More Investments first reported a position in Eversource Energy in Q2 2024 and has held it in 8 quarters since.
  • Y.D. More Investments's Eversource Energy position peaked at $187K in Q2 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.