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Atlantic Union Bankshares’s Eversource Energy ES Stock Holding History

Atlantic Union Bankshares’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 		$259K Sell
3,739
-49
-1% -$3.46K 0.01% 544
2025
Q4 		$255K Sell
3,788
-175
-4% -$12.3K ﹤0.01% 544
2025
Q3 		$282K Buy
3,963
+872
+28% +$57.2K 0.01% 543
2025
Q2 		$197K Buy
+3,091
New +$190K ﹤0.01% 477
2022
Q3 		– Sell
-2,438
Closed -$206K – 252
2022
Q2 		$206K Hold
2,438
– – 0.02% 247
2022
Q1 		$215K Buy
+2,438
New +$209K 0.02% 245
2021
Q4 		– Sell
-2,606
Closed -$213K – 266
2021
Q3 		$213K Sell
2,606
-50
-2% -$4.34K 0.02% 257
2021
Q2 		$213K Sell
2,656
-50
-2% -$4.21K 0.02% 262
2021
Q1 		$234K Hold
2,706
– – 0.02% 242
2020
Q4 		$234K Hold
2,706
– – 0.02% 252
2020
Q3 		$226K Sell
2,706
-152
-5% -$13K 0.03% 233
2020
Q2 		$238K Hold
2,858
– – 0.03% 233
2020
Q1 		$224K Buy
2,858
+14
+0.5% +$1.23K 0.03% 223
2019
Q4 		$242K Sell
2,844
-25
-0.9% -$2.08K 0.03% 222
2019
Q3 		$245K Sell
2,869
-302
-10% -$24K 0.03% 222
2019
Q2 		$241K Sell
3,171
-150
-5% -$11K 0.03% 229
2019
Q1 		$235K Sell
3,321
-52
-2% -$3.58K 0.07% 121
2018
Q4 		$219K Sell
3,373
-1,418
-30% -$92.4K 0.07% 117
2018
Q3 		$295K Sell
4,791
-2,099
-30% -$128K 0.09% 110
2018
Q2 		$403K Sell
6,890
-70,881
-91% -$4.08M 0.13% 95
2018
Q1 		$4.58M Buy
77,771
+3,511
+5% +$208K 1.42% 24
2017
Q4 		$4.69M Sell
74,260
-699
-0.9% -$44.2K 1.45% 28
2017
Q3 		$4.53M Sell
74,959
-957
-1% -$59K 1.52% 26
2017
Q2 		$4.61K Buy
75,916
+1,118
+1% +$67.9K 1.59% 22
2017
Q1 		$4.4K Buy
74,798
+8,071
+12% +$459K 1.57% 22
2016
Q4 		$3.69M Buy
66,727
+3,949
+6% +$211K 1.37% 28
2016
Q3 		$3.4M Buy
62,778
+1,262
+2% +$71.2K 1.3% 32
2016
Q2 		$3.69M Buy
61,516
+1,840
+3% +$104K 1.42% 23
2016
Q1 		$3.48M Sell
59,676
-27
-0% -$1.47K 1.45% 22
2015
Q4 		$3.05M Buy
59,703
+5,319
+10% +$271K 1.34% 25
2015
Q3 		$2.75M Buy
54,384
+11,665
+27% +$562K 1.28% 25
2015
Q2 		$1.94M Buy
42,719
+3,910
+10% +$190K 0.92% 47
2015
Q1 		$1.96M Buy
38,809
+1,629
+4% +$85.7K 0.9% 52
2014
Q4 		$1.99M Buy
37,180
+143
+0.4% +$7.13K 0.89% 52
2014
Q3 		$1.64M Buy
37,037
+3,774
+11% +$170K 0.77% 56
2014
Q2 		$1.57M Buy
+33,263
New +$1.53M 0.73% 62

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

Atlantic Union Bankshares's ES Position: Q1 2026 in Review

Atlantic Union Bankshares reduced its Eversource Energy (ES) stake by 1.3% in Q1 2026, selling an estimated $3.46K and leaving 3,739 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #544.

Atlantic Union Bankshares first reported a position in ES in Q2 2014 and has held it in 36 quarters since. The position peaked at $4.69M in Q4 2017. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Atlantic Union Bankshares held 3,739 shares of Eversource Energy worth $259K as of Q1 2026.
  • Atlantic Union Bankshares sold 49 Eversource Energy shares in Q1 2026, an estimated $3.46K.
  • Eversource Energy made up 0.01% of Atlantic Union Bankshares's portfolio in Q1 2026, its #544 holding.
  • Atlantic Union Bankshares first reported a position in Eversource Energy in Q2 2014 and has held it in 36 quarters since.
  • Atlantic Union Bankshares's Eversource Energy position peaked at $4.69M in Q4 2017.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Atlantic Union Bankshares's 13F filing for Q1 2026, filed 12 May 2026.