Bank of Montreal’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $39.5M | Buy |
546,300
+81,713
| +18% | +$5.66M | 0.01% | 669 |
|
|
2026
Q1 | $32.2M | Sell |
464,587
-48,372
| -9% | -$3.42M | 0.01% | 669 |
|
|
2025
Q4 | $34.5M | Sell |
512,959
-28,211
| -5% | -$1.98M | 0.01% | 675 |
|
|
2025
Q3 | $38.5M | Buy |
541,170
+30,360
| +6% | +$1.99M | 0.01% | 587 |
|
|
2025
Q2 | $32.5M | Sell |
510,810
-81,966
| -14% | -$5.05M | 0.02% | 580 |
|
|
2025
Q1 | $36.8M | Sell |
592,776
-60,519
| -9% | -$3.61M | 0.02% | 522 |
|
|
2024
Q4 | $37.5M | Buy |
653,295
+28,133
| +5% | +$1.75M | 0.02% | 538 |
|
|
2024
Q3 | $42.2M | Buy |
625,162
+30,903
| +5% | +$2M | 0.02% | 525 |
|
|
2024
Q2 | $34M | Sell |
594,259
-5,575
| -0.9% | -$331K | 0.01% | 590 |
|
|
2024
Q1 | $35.9M | Sell |
599,834
-56,637
| -9% | -$3.26M | 0.01% | 541 |
|
|
2023
Q4 | $40.7M | Buy |
656,471
+141,524
| +27% | +$8.16M | 0.01% | 547 |
|
|
2023
Q3 | $33.1M | Buy |
514,947
+21,073
| +4% | +$1.4M | 0.01% | 549 |
|
|
2023
Q2 | $35.6M | Sell |
493,874
-46,921
| -9% | -$3.49M | 0.01% | 511 |
|
|
2023
Q1 | $42.3M | Sell |
540,795
-369,166
| -41% | -$29.2M | 0.02% | 428 |
|
|
2022
Q4 | $78.9M | Buy |
909,961
+457,902
| +101% | +$36.3M | 0.03% | 284 |
|
|
2022
Q3 | $36.5M | Buy |
452,059
+4,625
| +1% | +$408K | 0.02% | 467 |
|
|
2022
Q2 | $37.6M | Sell |
447,434
-38,890
| -8% | -$3.46M | 0.02% | 521 |
|
|
2022
Q1 | $43.1M | Sell |
486,324
-23,774
| -5% | -$2.03M | 0.02% | 514 |
|
|
2021
Q4 | $46.5M | Sell |
510,098
-35,146
| -6% | -$3.02M | 0.02% | 454 |
|
|
2021
Q3 | $44.8M | Buy |
545,244
+59,732
| +12% | +$5.19M | 0.02% | 592 |
|
|
2021
Q2 | $38.9M | Buy |
485,512
+56,959
| +13% | +$4.8M | 0.02% | 600 |
|
|
2021
Q1 | $37.4M | Sell |
428,553
-41,886
| -9% | -$3.56M | 0.02% | 490 |
|
|
2020
Q4 | $42M | Buy |
470,439
+101,535
| +28% | +$9.04M | 0.03% | 468 |
|
|
2020
Q3 | $33.5M | Sell |
368,904
-61,671
| -14% | -$5.28M | 0.03% | 434 |
|
|
2020
Q2 | $36.4M | Sell |
430,575
-77,744
| -15% | -$6.44M | 0.03% | 409 |
|
|
2020
Q1 | $40.3M | Sell |
508,319
-17,782
| -3% | -$1.56M | 0.05% | 317 |
|
|
2019
Q4 | $44.8M | Sell |
526,101
-78,341
| -13% | -$6.51M | 0.03% | 431 |
|
|
2019
Q3 | $51.7M | Buy |
604,442
+129,006
| +27% | +$10.3M | 0.04% | 351 |
|
|
2019
Q2 | $36M | Buy |
475,436
+14,267
| +3% | +$1.04M | 0.03% | 460 |
|
|
2019
Q1 | $32.7M | Sell |
461,169
-27,036
| -6% | -$1.86M | 0.03% | 461 |
|
|
2018
Q4 | $31.8M | Sell |
488,205
-109,472
| -18% | -$7.13M | 0.03% | 444 |
|
|
2018
Q3 | $36.7M | Buy |
597,677
+108,281
| +22% | +$6.63M | 0.03% | 458 |
|
|
2018
Q2 | $28.7M | Buy |
489,396
+23,628
| +5% | +$1.36M | 0.02% | 500 |
|
|
2018
Q1 | $27.4M | Sell |
465,768
-26,315
| -5% | -$1.56M | 0.02% | 512 |
|
|
2017
Q4 | $31.1M | Sell |
492,083
-36,367
| -7% | -$2.3M | 0.03% | 477 |
|
|
2017
Q3 | $31.9M | Buy |
528,450
+11,650
| +2% | +$719K | 0.03% | 460 |
|
|
2017
Q2 | $31.4M | Buy |
516,800
+34,640
| +7% | +$2.1M | 0.03% | 457 |
|
|
2017
Q1 | $28.3M | Buy |
482,160
+49,467
| +11% | +$2.81M | 0.03% | 469 |
|
|
2016
Q4 | $22.3M | Buy |
432,693
+4,837
| +1% | +$258K | 0.02% | 514 |
|
|
2016
Q3 | $23.2M | Buy |
427,856
+48,398
| +13% | +$2.73M | 0.03% | 504 |
|
|
2016
Q2 | $22.7M | Buy |
379,458
+70,654
| +23% | +$4M | 0.03% | 504 |
|
|
2016
Q1 | $18M | Buy |
308,804
+16,359
| +6% | +$893K | 0.02% | 528 |
|
|
2015
Q4 | $14.9M | Buy |
292,445
+38,160
| +15% | +$1.94M | 0.02% | 590 |
|
|
2015
Q3 | $12.9M | Sell |
254,285
-8,739
| -3% | -$421K | 0.02% | 611 |
|
|
2015
Q2 | $11.9M | Sell |
263,024
-8,732
| -3% | -$423K | 0.01% | 722 |
|
|
2015
Q1 | $13.7M | Sell |
271,756
-7,119
| -3% | -$375K | 0.02% | 664 |
|
|
2014
Q4 | $14.9M | Buy |
278,875
+83,948
| +43% | +$4.19M | 0.02% | 598 |
|
|
2014
Q3 | $8.64M | Buy |
194,927
+29,129
| +18% | +$1.31M | 0.01% | 853 |
|
|
2014
Q2 | $7.84M | Buy |
165,798
+29,971
| +22% | +$1.37M | 0.01% | 913 |
|
|
2014
Q1 | $6.18M | Buy |
135,827
+298
| +0.2% | +$13K | 0.01% | 860 |
|
|
2013
Q4 | $5.74M | Buy |
135,529
+1,372
| +1% | +$57.6K | 0.01% | 795 |
|
|
2013
Q3 | $5.54M | Buy |
134,157
+2,668
| +2% | +$113K | 0.01% | 744 |
|
|
2013
Q2 | $5.53M | Buy |
+131,489
| New | +$5.69M | 0.01% | 695 |
|
Other funds holding ES
Bank of Montreal's ES Position: Q2 2026 in Review
Bank of Montreal increased its Eversource Energy (ES) stake by 18% in Q2 2026, buying an estimated $5.66M and bringing the position to 546,300 shares worth $39.5M. The position accounts for 0.01% of the portfolio, ranked #669.
Bank of Montreal first reported a position in ES in Q2 2013 and has held it in 53 quarters since. The position peaked at $78.9M in Q4 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.
- Bank of Montreal held 546,300 shares of Eversource Energy worth $39.5M as of Q2 2026.
- Bank of Montreal bought 81,713 Eversource Energy shares in Q2 2026, an estimated $5.66M.
- Eversource Energy made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #669 holding.
- Bank of Montreal first reported a position in Eversource Energy in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Eversource Energy position peaked at $78.9M in Q4 2022.
- 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.