Y-Intercept (HK)’s Eversource Energy ES Stock Holding History

Y-Intercept (HK)’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	$410K	Sell	5,679 -70,450	-93%	-$4.88M	0.01%	1368
2026 Q1	$5.27M	Buy	76,129 +59,481	+357%	+$4.2M	0.1%	301
2025 Q4	$1.12M	Sell	16,648 -38,753	-70%	-$2.72M	0.03%	931
2025 Q3	$3.94M	Buy	55,401 +13,222	+31%	+$867K	0.09%	290
2025 Q2	$2.68M	Buy	42,179 +31,682	+302%	+$1.95M	0.07%	471
2025 Q1	$652K	Buy	+10,497	New	+$626K	0.04%	587
2024 Q4	–	Sell	-16,981	Closed	-$1.16M	–	1312
2024 Q3	$1.16M	Buy	16,981 +8,272	+95%	+$535K	0.07%	378
2024 Q2	$494K	Buy	+8,709	New	+$516K	0.03%	813
2023 Q4	–	Sell	-65,445	Closed	-$3.81M	–	1349
2023 Q3	$3.81M	Buy	+65,445	New	+$4.36M	0.37%	40
2022 Q2	–	Sell	-8,917	Closed	-$786K	–	941
2022 Q1	$786K	Buy	8,917 +5,206	+140%	+$445K	0.18%	158
2021 Q4	$338K	Sell	3,711 -13,985	-79%	-$1.2M	0.08%	360
2021 Q3	$1.45M	Buy	+17,696	New	+$1.54M	0.26%	114
2021 Q1	–	Sell	-5,609	Closed	-$479K	–	667
2020 Q4	$479K	Buy	+5,609	New	+$499K	0.2%	166

Other funds holding ES

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Y-Intercept (HK)'s ES Position: Q2 2026 in Review

Y-Intercept (HK) reduced its Eversource Energy (ES) stake by 93% in Q2 2026, selling an estimated $4.88M and leaving 5,679 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #1368.

Y-Intercept (HK) first reported a position in ES in Q4 2020 and has held it in 13 quarters since. The position peaked at $5.27M in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Y-Intercept (HK) held 5,679 shares of Eversource Energy worth $410K as of Q2 2026.
Y-Intercept (HK) sold 70,450 Eversource Energy shares in Q2 2026, an estimated $4.88M.
Eversource Energy made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1368 holding.
Y-Intercept (HK) first reported a position in Eversource Energy in Q4 2020 and has held it in 13 quarters since.
Y-Intercept (HK)'s Eversource Energy position peaked at $5.27M in Q1 2026.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.