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Bollard Group’s Eversource Energy ES Stock Holding History

Bollard Group’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 		$1.85M Sell
25,582
-428
-2% -$29.6K 0.06% 90
2026
Q1 		$1.8M Buy
26,010
+3,761
+17% +$266K 0.05% 91
2025
Q4 		$1.5M Sell
22,249
-426
-2% -$29.9K 0.04% 94
2025
Q3 		$1.61M Buy
22,675
+1,199
+6% +$78.6K 0.04% 99
2025
Q2 		$1.37M Buy
21,476
+1,187
+6% +$73.2K 0.03% 110
2025
Q1 		$1.26M Buy
20,289
+185
+0.9% +$11K 0.03% 101
2024
Q4 		$1.16M Sell
20,104
-251
-1% -$15.6K 0.03% 102
2024
Q3 		$1.39M Buy
20,355
+14,340
+238% +$927K 0.04% 108
2024
Q2 		$341K Buy
6,015
+5,114
+568% +$303K 0.01% 153
2024
Q1 		$54K Buy
+901
New +$51.8K ﹤0.01% 220
2023
Q3 		– Sell
-30
Closed -$2K – 477
2023
Q2 		$2K Buy
+30
New +$2.23K ﹤0.01% 524

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bollard Group's ES Position: Q2 2026 in Review

Bollard Group reduced its Eversource Energy (ES) stake by 1.6% in Q2 2026, selling an estimated $29.6K and leaving 25,582 shares worth $1.85M. The position accounts for 0.06% of the portfolio, ranked #90.

Bollard Group first reported a position in ES in Q2 2023 and has held it in 11 quarters since. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Bollard Group held 25,582 shares of Eversource Energy worth $1.85M as of Q2 2026.
  • Bollard Group sold 428 Eversource Energy shares in Q2 2026, an estimated $29.6K.
  • Eversource Energy made up 0.06% of Bollard Group's portfolio in Q2 2026, its #90 holding.
  • Bollard Group first reported a position in Eversource Energy in Q2 2023 and has held it in 11 quarters since.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Bollard Group's 13F filing for Q2 2026, filed 12 Aug 2026.