ZIM
ES icon

Zacks Investment Management’s Eversource Energy ES Stock Holding History

Zacks Investment 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
2026
Q1 		$936K Sell
13,507
-2,158
-14% -$153K 0.01% 420
2025
Q4 		$1.05M Sell
15,665
-3,525
-18% -$248K 0.01% 416
2025
Q3 		$1.37M Sell
19,190
-169
-0.9% -$11.1K 0.01% 380
2025
Q2 		$1.23M Buy
19,359
+1,388
+8% +$85.5K 0.01% 380
2025
Q1 		$1.12M Buy
17,971
+2,607
+17% +$156K 0.01% 391
2024
Q4 		$882K Buy
+15,364
New +$958K 0.01% 431
2023
Q3 		– Sell
-3,538
Closed -$251K – 642
2023
Q2 		$251K Sell
3,538
-421
-11% -$31.4K ﹤0.01% 560
2023
Q1 		$310K Buy
3,959
+3
+0.1% +$237 ﹤0.01% 513
2022
Q4 		$332K Buy
3,956
+3
+0.1% +$238 ﹤0.01% 494
2022
Q3 		$308K Buy
3,953
+358
+10% +$31.6K ﹤0.01% 482
2022
Q2 		$304K Sell
3,595
-49
-1% -$4.35K ﹤0.01% 487
2022
Q1 		$321K Buy
3,644
+512
+16% +$43.8K ﹤0.01% 507
2021
Q4 		$285K Sell
3,132
-301
-9% -$25.9K ﹤0.01% 541
2021
Q3 		$281K Sell
3,433
-3,824
-53% -$332K ﹤0.01% 530
2021
Q2 		$582K Sell
7,257
-101
-1% -$8.5K 0.01% 430
2021
Q1 		$637K Sell
7,358
-18,576
-72% -$1.58M 0.01% 404
2020
Q4 		$2.24M Buy
25,934
+1,715
+7% +$153K 0.04% 242
2020
Q3 		$2.02M Sell
24,219
-23,340
-49% -$2M 0.04% 223
2020
Q2 		$3.96M Buy
47,559
+43,237
+1,000% +$3.58M 0.09% 150
2020
Q1 		$338K Sell
4,322
-36,588
-89% -$3.21M 0.01% 422
2019
Q4 		$3.48M Buy
40,910
+2,766
+7% +$230K 0.07% 184
2019
Q3 		$3.26M Buy
38,144
+1,854
+5% +$147K 0.07% 185
2019
Q2 		$2.75M Sell
36,290
-3,336
-8% -$244K 0.06% 207
2019
Q1 		$2.81M Buy
39,626
+3,701
+10% +$255K 0.06% 203
2018
Q4 		$2.34M Buy
35,925
+4,811
+15% +$313K 0.06% 205
2018
Q3 		$1.91M Buy
+31,114
New +$1.9M 0.04% 281
2016
Q2 		– Sell
-35,826
Closed -$2.09M – 652
2016
Q1 		$2.09M Sell
35,826
-6,020
-14% -$328K 0.07% 191
2015
Q4 		$2.14M Buy
41,846
+22,184
+113% +$1.13M 0.07% 191
2015
Q3 		$995K Buy
+19,662
New +$947K 0.03% 294
2014
Q3 		– Sell
-173,918
Closed -$8.24M – 685
2014
Q2 		$8.24M Buy
173,918
+87,760
+102% +$4.02M 0.29% 107
2014
Q1 		$3.92M Sell
86,158
-422
-0.5% -$18.4K 0.15% 148
2013
Q4 		$3.67M Sell
86,580
-7,199
-8% -$302K 0.14% 151
2013
Q3 		$3.87M Sell
93,779
-6,882
-7% -$291K 0.17% 148
2013
Q2 		$4.23M Buy
+100,661
New +$4.35M 0.19% 151

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

Zacks Investment Management's ES Position: Q1 2026 in Review

Zacks Investment Management reduced its Eversource Energy (ES) stake by 14% in Q1 2026, selling an estimated $153K and leaving 13,507 shares worth $936K. The position accounts for 0.01% of the portfolio, ranked #420.

Zacks Investment Management first reported a position in ES in Q2 2013 and has held it in 34 quarters since. The position peaked at $8.24M in Q2 2014. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Zacks Investment Management held 13,507 shares of Eversource Energy worth $936K as of Q1 2026.
  • Zacks Investment Management sold 2,158 Eversource Energy shares in Q1 2026, an estimated $153K.
  • Eversource Energy made up 0.01% of Zacks Investment Management's portfolio in Q1 2026, its #420 holding.
  • Zacks Investment Management first reported a position in Eversource Energy in Q2 2013 and has held it in 34 quarters since.
  • Zacks Investment Management's Eversource Energy position peaked at $8.24M in Q2 2014.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.