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Eversource Energy shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Eversource Energy (ES) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Eversource Energy

Tip: Access up to 7 years of quarterly data

All positions including Eversource Energy held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eversource Energy by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $234k 3.5k 67.33
2022-06-30 $175k 2.1k 84.38
2022-03-31 $167k 1.9k 88.13
2021-12-31 $190k 2.1k 90.78
2021-09-30 $190k 2.3k 81.69
2021-06-30 $193k 2.4k 80.15
2021-03-31 $208k 2.4k 86.49
2020-12-31 $208k 2.4k 86.56

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Esg Optimized (SUSA)

View all positions for Charter Oak Capital Management

Top funds holding Eversource Energy

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Victory Capital Management
Magellan Asset Management
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Deutsche Bank Aktiengesellschaft
Legal & General Group
Invesco
Norges Bank Investment Management
Nuveen
Zimmer Partners

View all funds holding Eversource Energy