Yaupon Capital Management’s Eversource Energy ES Stock Holding History

Yaupon Capital Management’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
2025 Q4	–	Sell	-248,083	Closed	-$17.6M	–	128
2025 Q3	$17.6M	Buy	248,083 +64,646	+35%	+$4.24M	0.68%	52
2025 Q2	$11.7M	Buy	+183,437	New	+$11.3M	0.52%	70
2022 Q4	–	Sell	-114,615	Closed	-$8.94M	–	98
2022 Q3	$8.94M	Buy	+114,615	New	+$10.1M	1.92%	13
2021 Q2	–	Sell	-25,000	Closed	-$2.17M	–	63
2021 Q1	$2.17M	Buy	+25,000	New	+$2.12M	1.84%	22
2020 Q3	–	Sell	-68,600	Closed	-$5.71M	–	38
2020 Q2	$5.71M	Buy	+68,600	New	+$5.68M	4.79%	8
2019 Q4	–	Sell	-47,296	Closed	-$4.04M	–	37
2019 Q3	$4.04M	Sell	47,296 -155,805	-77%	-$12.4M	2.74%	15
2019 Q2	$15.4M	Buy	+203,101	New	+$14.9M	4.44%	4

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Yaupon Capital Management's ES Position: Q4 2025 in Review

Yaupon Capital Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 248,083 shares — an estimated $17.6M sold.

Yaupon Capital Management first reported a position in ES in Q2 2019 and held it in 7 quarters. The position peaked at $17.6M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Yaupon Capital Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Yaupon Capital Management sold 248,083 Eversource Energy shares in Q4 2025, an estimated $17.6M.
Yaupon Capital Management first reported a position in Eversource Energy in Q2 2019 and held it in 7 quarters.
Yaupon Capital Management's Eversource Energy position peaked at $17.6M in Q3 2025.
1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.