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Bar Harbor Wealth Management’s Eversource Energy ES Stock Holding History

Bar Harbor Wealth Management’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 		$490K Buy
6,780
+2,755
+68% +$191K 0.03% 182
2026
Q1 		$279K Hold
4,025
– – 0.02% 227
2025
Q4 		$271K Sell
4,025
-300
-7% -$21.1K 0.02% 228
2025
Q3 		$308K Hold
4,325
– – 0.02% 217
2025
Q2 		$275K Sell
4,325
-140
-3% -$8.63K 0.02% 220
2025
Q1 		$277K Sell
4,465
-125
-3% -$7.46K 0.02% 214
2024
Q4 		$264K Sell
4,590
-190
-4% -$11.8K 0.02% 221
2024
Q3 		$325K Hold
4,780
– – 0.02% 218
2024
Q2 		$271K Buy
4,780
+190
+4% +$11.3K 0.02% 224
2024
Q1 		$274K Buy
4,590
+819
+22% +$47.1K 0.02% 223
2023
Q4 		$233K Sell
3,771
-900
-19% -$51.9K 0.02% 229
2023
Q3 		$272K Hold
4,671
– – 0.02% 213
2023
Q2 		$331K Hold
4,671
– – 0.03% 208
2023
Q1 		$366K Sell
4,671
-60
-1% -$4.74K 0.03% 202
2022
Q4 		$397K Hold
4,731
– – 0.03% 202
2022
Q3 		$369K Hold
4,731
– – 0.03% 202
2022
Q2 		$400K Sell
4,731
-716
-13% -$63.6K 0.03% 206
2022
Q1 		$480K Sell
5,447
-40
-0.7% -$3.42K 0.04% 160
2021
Q4 		$499K Hold
5,487
– – 0.04% 154
2021
Q3 		$449K Sell
5,487
-116
-2% -$10.1K 0.04% 157
2021
Q2 		$450K Hold
5,603
– – 0.04% 167
2021
Q1 		$485K Hold
5,603
– – 0.05% 161
2020
Q4 		$485K Hold
5,603
– – 0.05% 161
2020
Q3 		$468K Sell
5,603
-215
-4% -$18.4K 0.05% 148
2020
Q2 		$484K Sell
5,818
-100
-2% -$8.28K 0.06% 147
2020
Q1 		$463K Sell
5,918
-1
-0% -$88 0.06% 154
2019
Q4 		$504K Sell
5,919
-150
-2% -$12.5K 0.06% 189
2019
Q3 		$519K Hold
6,069
– – 0.06% 198
2019
Q2 		$460K Hold
6,069
– – 0.05% 210
2019
Q1 		$431K Sell
6,069
-591
-9% -$40.7K 0.05% 208
2018
Q4 		$433K Hold
6,660
– – 0.06% 203
2018
Q3 		$409K Hold
6,660
– – 0.05% 217
2018
Q2 		$390K Hold
6,660
– – 0.05% 221
2018
Q1 		$392K Sell
6,660
-25
-0.4% -$1.48K 0.05% 225
2017
Q4 		$423K Sell
6,685
-25
-0.4% -$1.58K 0.05% 214
2017
Q3 		$405K Sell
6,710
-130
-2% -$8.02K 0.05% 209
2017
Q2 		$415K Sell
6,840
-920
-12% -$55.9K 0.05% 211
2017
Q1 		$456K Sell
7,760
-263
-3% -$15K 0.05% 211
2016
Q4 		$443K Sell
8,023
-230
-3% -$12.3K 0.05% 235
2016
Q3 		$447K Hold
8,253
– – 0.05% 221
2016
Q2 		$494K Buy
8,253
+660
+9% +$37.3K 0.06% 206
2016
Q1 		$443K Buy
7,593
+65
+0.9% +$3.55K 0.05% 203
2015
Q4 		$385K Hold
7,528
– – 0.05% 209
2015
Q3 		$381K Hold
7,528
– – 0.05% 208
2015
Q2 		$342K Buy
7,528
+130
+2% +$6.3K 0.04% 222
2015
Q1 		$373K Hold
7,398
– – 0.05% 207
2014
Q4 		$396K Hold
7,398
– – 0.05% 199
2014
Q3 		$328K Hold
7,398
– – 0.04% 210
2014
Q2 		$350K Sell
7,398
-625
-8% -$28.7K 0.04% 200
2014
Q1 		$365K Buy
8,023
+1,545
+24% +$67.4K 0.05% 203
2013
Q4 		$275K Hold
6,478
– – 0.04% 221
2013
Q3 		$267K Sell
6,478
-392
-6% -$16.6K 0.04% 220
2013
Q2 		$288K Buy
+6,870
New +$297K 0.04% 211

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VF
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
AT
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Bar Harbor Wealth Management's ES Position: Q2 2026 in Review

Bar Harbor Wealth Management increased its Eversource Energy (ES) stake by 68% in Q2 2026, buying an estimated $191K and bringing the position to 6,780 shares worth $490K. The position accounts for 0.03% of the portfolio, ranked #182.

Bar Harbor Wealth Management first reported a position in ES in Q2 2013 and has held it in 53 quarters since. The position peaked at $519K in Q3 2019. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bar Harbor Wealth Management held 6,780 shares of Eversource Energy worth $490K as of Q2 2026.
  • Bar Harbor Wealth Management bought 2,755 Eversource Energy shares in Q2 2026, an estimated $191K.
  • Eversource Energy made up 0.03% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Bar Harbor Wealth Management first reported a position in Eversource Energy in Q2 2013 and has held it in 53 quarters since.
  • Bar Harbor Wealth Management's Eversource Energy position peaked at $519K in Q3 2019.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.