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Boston Trust Walden’s Eversource Energy ES Stock Holding History

Boston Trust Walden’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 		$43M Sell
594,733
-51,544
-8% -$3.57M 0.33% 108
2026
Q1 		$44.8M Sell
646,277
-23,451
-4% -$1.66M 0.37% 96
2025
Q4 		$45.1M Sell
669,728
-35,114
-5% -$2.47M 0.34% 116
2025
Q3 		$50.1M Sell
704,842
-252,290
-26% -$16.5M 0.37% 110
2025
Q2 		$60.9M Sell
957,132
-33,487
-3% -$2.06M 0.43% 87
2025
Q1 		$61.5M Sell
990,619
-11,385
-1% -$679K 0.45% 75
2024
Q4 		$57.5M Buy
1,002,004
+28,725
+3% +$1.79M 0.4% 88
2024
Q3 		$66.2M Sell
973,279
-26,564
-3% -$1.72M 0.46% 79
2024
Q2 		$56.7M Sell
999,843
-13,823
-1% -$820K 0.42% 92
2024
Q1 		$60.6M Sell
1,013,666
-61,099
-6% -$3.51M 0.43% 81
2023
Q4 		$66.3M Buy
1,074,765
+35,307
+3% +$2.04M 0.5% 66
2023
Q3 		$60.4M Buy
1,039,458
+129,906
+14% +$8.66M 0.51% 68
2023
Q2 		$64.5M Buy
909,552
+121,952
+15% +$9.08M 0.53% 64
2023
Q1 		$61.6M Buy
787,600
+322,772
+69% +$25.5M 0.53% 63
2022
Q4 		$39M Sell
464,828
-58,750
-11% -$4.66M 0.34% 104
2022
Q3 		$40.8M Sell
523,578
-424,553
-45% -$37.4M 0.4% 86
2022
Q2 		$80.1M Sell
948,131
-13,988
-1% -$1.24M 0.76% 31
2022
Q1 		$84.8M Buy
962,119
+12,562
+1% +$1.07M 0.7% 34
2021
Q4 		$86.4M Buy
949,557
+25,336
+3% +$2.18M 0.69% 37
2021
Q3 		$75.6M Sell
924,221
-29,283
-3% -$2.54M 0.67% 37
2021
Q2 		$76.5M Sell
953,504
-29,862
-3% -$2.51M 0.68% 37
2021
Q1 		$85.2M Buy
983,366
+13,923
+1% +$1.18M 0.82% 26
2020
Q4 		$83.9M Buy
969,443
+2,424
+0.3% +$216K 0.89% 22
2020
Q3 		$80.8M Sell
967,019
-4,814
-0.5% -$412K 1.01% 18
2020
Q2 		$80.9M Sell
971,833
-12,218
-1% -$1.01M 1.09% 14
2020
Q1 		$77M Sell
984,051
-45,590
-4% -$4M 1.23% 13
2019
Q4 		$87.6M Buy
1,029,641
+14,391
+1% +$1.2M 1.02% 20
2019
Q3 		$86.8M Buy
1,015,250
+37,190
+4% +$2.96M 1.09% 18
2019
Q2 		$74.1M Buy
978,060
+65,291
+7% +$4.78M 0.96% 26
2019
Q1 		$64.8M Buy
912,769
+43,338
+5% +$2.98M 0.88% 27
2018
Q4 		$56.5M Buy
869,431
+23,834
+3% +$1.55M 0.9% 27
2018
Q3 		$52M Buy
845,597
+31,350
+4% +$1.92M 0.72% 35
2018
Q2 		$47.7M Buy
814,247
+24,427
+3% +$1.41M 0.7% 36
2018
Q1 		$46.5M Buy
789,820
+11,716
+2% +$693K 0.71% 38
2017
Q4 		$49.2M Buy
778,104
+14,473
+2% +$915K 0.72% 38
2017
Q3 		$46.2M Buy
763,631
+57,897
+8% +$3.57M 0.72% 39
2017
Q2 		$42.8M Buy
705,734
+127,013
+22% +$7.71M 0.69% 44
2017
Q1 		$34M Buy
578,721
+18,838
+3% +$1.07M 0.53% 63
2016
Q4 		$30.9M Buy
559,883
+35,385
+7% +$1.89M 0.49% 70
2016
Q3 		$28.4M Buy
524,498
+61,019
+13% +$3.44M 0.47% 79
2016
Q2 		$27.8M Buy
463,479
+44,651
+11% +$2.53M 0.47% 72
2016
Q1 		$24.4M Buy
418,828
+72,275
+21% +$3.94M 0.43% 83
2015
Q4 		$17.7M Buy
346,553
+98,603
+40% +$5.02M 0.33% 123
2015
Q3 		$12.6M Buy
247,950
+57,615
+30% +$2.78M 0.21% 174
2015
Q2 		$8.64M Buy
190,335
+16,410
+9% +$796K 0.13% 200
2015
Q1 		$8.79M Buy
173,925
+101,666
+141% +$5.35M 0.13% 187
2014
Q4 		$3.87M Buy
72,259
+1,460
+2% +$72.8K 0.06% 223
2014
Q3 		$3.14M Sell
70,799
-400
-0.6% -$18K 0.05% 225
2014
Q2 		$3.37M Buy
71,199
+20,152
+39% +$924K 0.05% 216
2014
Q1 		$2.32M Buy
51,047
+275
+0.5% +$12K 0.03% 221
2013
Q4 		$2.15M Sell
50,772
-3,724
-7% -$156K 0.03% 225
2013
Q3 		$2.25M Buy
54,496
+400
+0.7% +$16.9K 0.03% 220
2013
Q2 		$2.27M Buy
+54,096
New +$2.34M 0.04% 212

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
AT
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Boston Trust Walden's ES Position: Q2 2026 in Review

Boston Trust Walden reduced its Eversource Energy (ES) stake by 8% in Q2 2026, selling an estimated $3.57M and leaving 594,733 shares worth $43M. The position accounts for 0.33% of the portfolio, ranked #108.

Boston Trust Walden first reported a position in ES in Q2 2013 and has held it in 53 quarters since. The position peaked at $87.6M in Q4 2019. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Boston Trust Walden held 594,733 shares of Eversource Energy worth $43M as of Q2 2026.
  • Boston Trust Walden sold 51,544 Eversource Energy shares in Q2 2026, an estimated $3.57M.
  • Eversource Energy made up 0.33% of Boston Trust Walden's portfolio in Q2 2026, its #108 holding.
  • Boston Trust Walden first reported a position in Eversource Energy in Q2 2013 and has held it in 53 quarters since.
  • Boston Trust Walden's Eversource Energy position peaked at $87.6M in Q4 2019.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.