Albion Financial Group’s Eversource Energy ES Stock Holding History

Albion Financial Group’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	$10.4K	Hold	144	–	–	﹤0.01%	425
2026 Q1	$9.98K	Hold	144	–	–	﹤0.01%	415
2025 Q4	$9.7K	Sell	144 -2,500	-95%	-$176K	﹤0.01%	414
2025 Q3	$188K	Hold	2,644	–	–	0.01%	174
2025 Q2	$168K	Hold	2,644	–	–	0.01%	175
2025 Q1	$164K	Hold	2,644	–	–	0.01%	186
2024 Q4	$152K	Hold	2,644	–	–	0.01%	187
2024 Q3	$180K	Hold	2,644	–	–	0.01%	181
2024 Q2	$150K	Hold	2,644	–	–	0.01%	194
2024 Q1	$158K	Hold	2,644	–	–	0.01%	187
2023 Q4	$163K	Hold	2,644	–	–	0.01%	187
2023 Q3	$154K	Hold	2,644	–	–	0.01%	176
2023 Q2	$188K	Hold	2,644	–	–	0.02%	177
2023 Q1	$207K	Hold	2,644	–	–	0.02%	160
2022 Q4	$222K	Hold	2,644	–	–	0.02%	158
2022 Q3	$206K	Hold	2,644	–	–	0.02%	160
2022 Q2	$223K	Sell	2,644 -550	-17%	-$48.9K	0.02%	165
2022 Q1	$282K	Buy	3,194 +102	+3%	+$8.72K	0.02%	181
2021 Q4	$281K	Hold	3,092	–	–	0.02%	192
2021 Q3	$253K	Hold	3,092	–	–	0.02%	170
2021 Q2	$248K	Buy	+3,092	New	+$260K	0.02%	171
2020 Q4	$285K	Hold	3,292	–	–	0.03%	166
2020 Q3	$275K	Hold	3,292	–	–	0.03%	187
2020 Q2	$274K	Hold	3,292	–	–	0.03%	176
2020 Q1	$257K	Hold	3,292	–	–	0.04%	164
2019 Q4	$280K	Hold	3,292	–	–	0.03%	176
2019 Q3	$281K	Hold	3,292	–	–	0.04%	169
2019 Q2	$249K	Hold	3,292	–	–	0.03%	179
2019 Q1	$234K	Hold	3,292	–	–	0.03%	176
2018 Q4	$214K	Hold	3,292	–	–	0.03%	177
2018 Q3	$202K	Buy	+3,292	New	+$201K	0.03%	187
2018 Q1	–	Sell	-3,292	Closed	-$208K	–	192
2017 Q4	$208K	Buy	+3,292	New	+$208K	0.03%	180

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Albion Financial Group's ES Position: Q2 2026 in Review

Albion Financial Group held its Eversource Energy (ES) position steady in Q2 2026 at 144 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Albion Financial Group first reported a position in ES in Q4 2017 and has held it in 32 quarters since. The position peaked at $285K in Q4 2020. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Albion Financial Group held 144 shares of Eversource Energy worth $10.4K as of Q2 2026.
Albion Financial Group left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #425 holding.
Albion Financial Group first reported a position in Eversource Energy in Q4 2017 and has held it in 32 quarters since.
Albion Financial Group's Eversource Energy position peaked at $285K in Q4 2020.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.