Berkshire Bank’s Eversource Energy ES Stock Holding History

Berkshire Bank’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	$217K	Hold	3,008	–	–	0.04%	147
2026 Q1	$208K	Sell	3,008 -602	-17%	-$42.5K	0.04%	152
2025 Q4	$243K	Hold	3,610	–	–	0.05%	145
2025 Q3	$257K	Hold	3,610	–	–	0.06%	147
2025 Q2	$230K	Hold	3,610	–	–	0.05%	152
2025 Q1	$224K	Sell	3,610 -390	-10%	-$23.3K	0.05%	149
2024 Q4	$230K	Sell	4,000 -3,008	-43%	-$187K	0.05%	149
2024 Q3	$477K	Hold	7,008	–	–	0.11%	105
2024 Q2	$397K	Sell	7,008 -190	-3%	-$11.3K	0.1%	108
2024 Q1	$430K	Sell	7,198 -1,300	-15%	-$74.7K	0.11%	105
2023 Q4	$524K	Hold	8,498	–	–	0.14%	98
2023 Q3	$494K	Buy	+8,498	New	+$567K	0.14%	93
2023 Q2	–	Sell	-3,063	Closed	-$240K	–	132
2023 Q1	$240K	Hold	3,063	–	–	0.07%	126
2022 Q4	$257K	Sell	3,063 -1,285	-30%	-$102K	0.08%	124
2022 Q3	$339K	Hold	4,348	–	–	0.1%	105
2022 Q2	$367K	Hold	4,348	–	–	0.11%	100
2022 Q1	$384K	Hold	4,348	–	–	0.09%	105
2021 Q4	$395K	Sell	4,348 -100	-2%	-$8.6K	0.09%	107
2021 Q3	$363K	Hold	4,448	–	–	0.09%	107
2021 Q2	$357K	Hold	4,448	–	–	0.09%	111
2021 Q1	$386K	Sell	4,448 -35	-0.8%	-$2.97K	0.1%	105
2020 Q4	$387K	Sell	4,483 -1,534	-25%	-$137K	0.1%	105
2020 Q3	$503K	Buy	+6,017	New	+$515K	0.13%	95

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

Berkshire Bank's ES Position: Q2 2026 in Review

Berkshire Bank held its Eversource Energy (ES) position steady in Q2 2026 at 3,008 shares worth $217K. The position accounts for 0.04% of the portfolio, ranked #147.

Berkshire Bank first reported a position in ES in Q3 2020 and has held it in 23 quarters since. The position peaked at $524K in Q4 2023. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Berkshire Bank held 3,008 shares of Eversource Energy worth $217K as of Q2 2026.
Berkshire Bank left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.04% of Berkshire Bank's portfolio in Q2 2026, its #147 holding.
Berkshire Bank first reported a position in Eversource Energy in Q3 2020 and has held it in 23 quarters since.
Berkshire Bank's Eversource Energy position peaked at $524K in Q4 2023.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.