Bay Colony Advisors’s Eversource Energy ES Stock Holding History

Bay Colony Advisors’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	$326K	Sell	4,518 -494	-10%	-$34.2K	0.04%	358
2026 Q1	$347K	Sell	5,012 -57	-1%	-$4.03K	0.04%	352
2025 Q4	$341K	Buy	5,069 +15	+0.3%	+$1.05K	0.04%	360
2025 Q3	$360K	Buy	5,054 +162	+3%	+$10.6K	0.04%	350
2025 Q2	$311K	Buy	+4,892	New	+$301K	0.04%	338
2018 Q3	–	Sell	-93	Closed	-$5K	–	404
2018 Q2	$5K	Buy	+93	New	+$5.35K	﹤0.01%	762

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

Bay Colony Advisors's ES Position: Q2 2026 in Review

Bay Colony Advisors reduced its Eversource Energy (ES) stake by 9.9% in Q2 2026, selling an estimated $34.2K and leaving 4,518 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #358.

Bay Colony Advisors first reported a position in ES in Q2 2018 and has held it in 6 quarters since. The position peaked at $360K in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Bay Colony Advisors held 4,518 shares of Eversource Energy worth $326K as of Q2 2026.
Bay Colony Advisors sold 494 Eversource Energy shares in Q2 2026, an estimated $34.2K.
Eversource Energy made up 0.04% of Bay Colony Advisors's portfolio in Q2 2026, its #358 holding.
Bay Colony Advisors first reported a position in Eversource Energy in Q2 2018 and has held it in 6 quarters since.
Bay Colony Advisors's Eversource Energy position peaked at $360K in Q3 2025.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.