Blue Trust Inc
ES icon

Blue Trust Inc’s Eversource Energy ES Stock Holding History

Blue Trust Inc’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
Q3 		$30.7K Sell
479
-148
-24% -$10.5K ﹤0.01% 1381
2026
Q2 		$45.3K Buy
627
+57
+10% +$3.95K ﹤0.01% 1383
2026
Q1 		$39.5K Sell
570
-681
-54% -$48.1K ﹤0.01% 1425
2025
Q4 		$84.2K Sell
1,251
-1,536
-55% -$108K ﹤0.01% 1142
2025
Q3 		$198K Sell
2,787
-149
-5% -$9.8K ﹤0.01% 806
2025
Q2 		$187K Buy
2,936
+94
+3% +$5.79K ﹤0.01% 794
2025
Q1 		$177K Buy
2,842
+166
+6% +$9.9K ﹤0.01% 758
2024
Q4 		$154K Buy
2,676
+329
+14% +$20.5K ﹤0.01% 747
2024
Q3 		$133K Buy
2,347
+1,349
+135% +$87.2K ﹤0.01% 1068
2024
Q2 		$59.6K Buy
998
+290
+41% +$17.2K ﹤0.01% 1180
2024
Q1 		$42.3K Sell
708
-50
-7% -$2.88K ﹤0.01% 964
2023
Q4 		$44K Buy
758
+480
+173% +$27.7K ﹤0.01% 987
2023
Q3 		$20K Buy
278
+38
+16% +$2.53K ﹤0.01% 1172
2023
Q2 		$19K Sell
240
-120
-33% -$8.94K ﹤0.01% 1057
2023
Q1 		$30K Sell
360
-1,498
-81% -$118K ﹤0.01% 1224
2022
Q4 		$145K Buy
1,858
+1,529
+465% +$121K ﹤0.01% 559
2022
Q3 		$28K Buy
329
+280
+571% +$24.7K ﹤0.01% 949
2022
Q2 		$4K Buy
+49
New +$4.35K ﹤0.01% 1498

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Blue Trust Inc's ES Position: Q3 2026 in Review

Blue Trust Inc reduced its Eversource Energy (ES) stake by 24% in Q3 2026, selling an estimated $10.5K and leaving 479 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1381.

Blue Trust Inc first reported a position in ES in Q2 2022 and has held it in 18 quarters since. The position peaked at $198K in Q3 2025. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Blue Trust Inc held 479 shares of Eversource Energy worth $30.7K as of Q3 2026.
  • Blue Trust Inc sold 148 Eversource Energy shares in Q3 2026, an estimated $10.5K.
  • Eversource Energy made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1381 holding.
  • Blue Trust Inc first reported a position in Eversource Energy in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Eversource Energy position peaked at $198K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.