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Blue Fin Capital’s Eversource Energy ES Stock Holding History

Blue Fin Capital’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 		$289K Buy
4,002
+1
+0% +$69 0.04% 143
2026
Q1 		$277K Buy
4,001
+132
+3% +$9.33K 0.05% 139
2025
Q4 		$261K Sell
3,869
-261
-6% -$18.3K 0.04% 140
2025
Q3 		$294K Sell
4,130
-101
-2% -$6.62K 0.05% 128
2025
Q2 		$269K Sell
4,231
-1,450
-26% -$89.4K 0.05% 129
2025
Q1 		$353K Hold
5,681
– – 0.07% 112
2024
Q4 		$326K Hold
5,681
– – 0.06% 117
2024
Q3 		$387K Hold
5,681
– – 0.07% 111
2024
Q2 		$322K Sell
5,681
-650
-10% -$38.5K 0.06% 120
2024
Q1 		$378K Sell
6,331
-16
-0.3% -$920 0.08% 111
2023
Q4 		$392K Sell
6,347
-150
-2% -$8.65K 0.1% 105
2023
Q3 		$378K Hold
6,497
– – 0.11% 100
2023
Q2 		$461K Hold
6,497
– – 0.13% 90
2023
Q1 		$498K Sell
6,497
-63
-1% -$4.98K 0.16% 85
2022
Q4 		$550K Hold
6,560
– – 0.2% 83
2022
Q3 		$511K Hold
6,560
– – 0.19% 80
2022
Q2 		$554K Sell
6,560
-179
-3% -$15.9K 0.2% 77
2022
Q1 		$594K Hold
6,739
– – 0.17% 81
2021
Q4 		$613K Hold
6,739
– – 0.17% 79
2021
Q3 		$550K Sell
6,739
-706
-9% -$61.3K 0.17% 79
2021
Q2 		$597K Sell
7,445
-562
-7% -$47.3K 0.18% 77
2021
Q1 		$693K Hold
8,007
– – 0.24% 72
2020
Q4 		$692K Buy
8,007
+2,094
+35% +$186K 0.25% 72
2020
Q3 		$494K Hold
5,913
– – 0.2% 78
2020
Q2 		$492K Sell
5,913
-75
-1% -$6.21K 0.22% 77
2020
Q1 		$468K Sell
5,988
-343
-5% -$30.1K 0.26% 81
2019
Q4 		$538K Sell
6,331
-200
-3% -$16.6K 0.25% 87
2019
Q3 		$558K Sell
6,531
-262
-4% -$20.8K 0.29% 83
2019
Q2 		$514K Hold
6,793
– – 0.26% 89
2019
Q1 		$481K Sell
6,793
-254
-4% -$17.5K 0.25% 89
2018
Q4 		$458K Sell
7,047
-400
-5% -$26.1K 0.27% 87
2018
Q3 		$458K Sell
7,447
-614
-8% -$37.6K 0.23% 87
2018
Q2 		$472K Hold
8,061
– – 0.25% 83
2018
Q1 		$474K Hold
8,061
– – 0.27% 82
2017
Q4 		$509K Hold
8,061
– – 0.3% 81
2017
Q3 		$487K Hold
8,061
– – 0.3% 78
2017
Q2 		$489K Hold
8,061
– – 0.31% 79
2017
Q1 		$474K Sell
8,061
-200
-2% -$11.4K 0.29% 86
2016
Q4 		$456K Buy
8,261
+768
+10% +$41K 0.3% 86
2016
Q3 		$406K Sell
7,493
-128
-2% -$7.22K 0.33% 83
2016
Q2 		$456K Sell
7,621
-179
-2% -$10.1K 0.38% 75
2016
Q1 		$455K Sell
7,800
-918
-11% -$50.1K 0.39% 72
2015
Q4 		$445K Sell
8,718
-400
-4% -$20.4K 0.34% 80
2015
Q3 		$462K Hold
9,118
– – 0.36% 81
2015
Q2 		$414K Hold
9,118
– – 0.3% 90
2015
Q1 		$461K Sell
9,118
-130
-1% -$6.84K 0.33% 83
2014
Q4 		$495K Hold
9,248
– – 0.37% 76
2014
Q3 		$410K Hold
9,248
– – 0.33% 87
2014
Q2 		$437K Sell
9,248
-200
-2% -$9.17K 0.35% 83
2014
Q1 		$430K Sell
9,448
-93
-1% -$4.06K 0.38% 77
2013
Q4 		$404K Buy
+9,541
New +$401K 0.36% 81

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Blue Fin Capital's ES Position: Q2 2026 in Review

Blue Fin Capital increased its Eversource Energy (ES) stake by 0.02% in Q2 2026, buying an estimated $69 and bringing the position to 4,002 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #143.

Blue Fin Capital first reported a position in ES in Q4 2013 and has held it in 51 quarters since. The position peaked at $693K in Q1 2021. 517 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Blue Fin Capital held 4,002 shares of Eversource Energy worth $289K as of Q2 2026.
  • Blue Fin Capital bought 1 Eversource Energy share in Q2 2026, an estimated $69.
  • Eversource Energy made up 0.04% of Blue Fin Capital's portfolio in Q2 2026, its #143 holding.
  • Blue Fin Capital first reported a position in Eversource Energy in Q4 2013 and has held it in 51 quarters since.
  • Blue Fin Capital's Eversource Energy position peaked at $693K in Q1 2021.
  • 517 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Blue Fin Capital's 13F filing for Q2 2026, filed 4 Aug 2026.