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BankPlus Trust Department’s Eversource Energy ES Stock Holding History

BankPlus Trust Department’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 		– Sell
-84
Closed -$5.82K – 478
2026
Q1 		$5.82K Sell
84
-148
-64% -$10.5K ﹤0.01% 399
2025
Q4 		$15.6K Hold
232
– – ﹤0.01% 343
2025
Q3 		$16.5K Hold
232
– – ﹤0.01% 334
2025
Q2 		$14.8K Hold
232
– – ﹤0.01% 329
2025
Q1 		$14.4K Hold
232
– – ﹤0.01% 332
2024
Q4 		$13.3K Buy
+232
New +$14.5K ﹤0.01% 318

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BankPlus Trust Department's ES Position: Q2 2026 in Review

BankPlus Trust Department sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 84 shares — an estimated $5.82K sold.

BankPlus Trust Department first reported a position in ES in Q4 2024 and held it in 6 quarters. The position peaked at $16.5K in Q3 2025. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • BankPlus Trust Department reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • BankPlus Trust Department sold 84 Eversource Energy shares in Q2 2026, an estimated $5.82K.
  • BankPlus Trust Department first reported a position in Eversource Energy in Q4 2024 and held it in 6 quarters.
  • BankPlus Trust Department's Eversource Energy position peaked at $16.5K in Q3 2025.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.