BOS Asset Management
ES icon

BOS Asset Management’s Eversource Energy ES Stock Holding History

BOS Asset Management’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 		$1.19M Buy
18,586
+2,553
+16% +$182K 0.28% 68
2026
Q2 		$1.16M Buy
16,033
+2,258
+16% +$156K 0.27% 71
2026
Q1 		$954K Buy
+13,775
New +$973K 0.24% 77

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BOS Asset Management's ES Position: Q3 2026 in Review

BOS Asset Management increased its Eversource Energy (ES) stake by 16% in Q3 2026, buying an estimated $182K and bringing the position to 18,586 shares worth $1.19M. The position accounts for 0.28% of the portfolio, ranked #68.

BOS Asset Management first reported a position in ES in Q1 2026 and has held it in 3 quarters since. 599 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • BOS Asset Management held 18,586 shares of Eversource Energy worth $1.19M as of Q3 2026.
  • BOS Asset Management bought 2,553 Eversource Energy shares in Q3 2026, an estimated $182K.
  • Eversource Energy made up 0.28% of BOS Asset Management's portfolio in Q3 2026, its #68 holding.
  • BOS Asset Management first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • 599 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.