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Brinker Capital Investments’s Eversource Energy ES Stock Holding History

Brinker Capital Investments’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 		$551K Sell
7,620
-788
-9% -$54.6K ﹤0.01% 1422
2026
Q1 		$583K Sell
8,408
-1,308
-13% -$92.4K 0.01% 1386
2025
Q4 		$654K Buy
9,716
+633
+7% +$44.4K ﹤0.01% 1471
2025
Q3 		$646K Sell
9,083
-900
-9% -$59K 0.01% 1435
2025
Q2 		$635K Buy
9,983
+4,755
+91% +$293K 0.01% 1407
2025
Q1 		$325K Buy
5,228
+951
+22% +$56.7K ﹤0.01% 1592
2024
Q4 		$246K Buy
+4,277
New +$267K ﹤0.01% 1656
2024
Q3 		– Sell
-7,790
Closed -$442K – 1800
2024
Q2 		$442K Sell
7,790
-2,000
-20% -$119K ﹤0.01% 1313
2024
Q1 		$585K Sell
9,790
-823
-8% -$47.3K 0.01% 1201
2023
Q4 		$667K Buy
10,613
+283
+3% +$16.3K 0.01% 1101
2023
Q3 		$601K Buy
10,330
+1,904
+23% +$127K 0.01% 1138
2023
Q2 		$598K Sell
8,426
-269
-3% -$20K 0.01% 1155
2023
Q1 		$681K Buy
8,695
+4,359
+101% +$344K 0.01% 1027
2022
Q4 		$364K Sell
4,336
-228
-5% -$18.1K 0.01% 1085
2022
Q3 		$356K Buy
4,564
+129
+3% +$11.4K 0.01% 1058
2022
Q2 		$375K Sell
4,435
-96
-2% -$8.53K 0.01% 1075
2022
Q1 		$400K Buy
4,531
+10
+0.2% +$855 0.01% 1124
2021
Q4 		$411K Buy
+4,521
New +$389K 0.01% 1136
2021
Q1 		– Sell
-4,942
Closed -$428K – 1198
2020
Q4 		$428K Buy
4,942
+1,728
+54% +$154K 0.01% 867
2020
Q3 		$269K Buy
+3,214
New +$275K ﹤0.01% 1039
2018
Q3 		– Sell
-90
Closed -$5K – 646
2018
Q2 		$5K Buy
+90
New +$5.18K ﹤0.01% 536
2016
Q4 		– Sell
-9
Closed – – 530
2016
Q3 		$0 Buy
+9
New +$508 ﹤0.01% 529
2016
Q1 		– Sell
-20
Closed -$1K – 493
2015
Q4 		$1K Buy
20
+13
+186% +$661 ﹤0.01% 503
2015
Q3 		$0 Buy
+7
New +$337 ﹤0.01% 470

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Brinker Capital Investments's ES Position: Q2 2026 in Review

Brinker Capital Investments reduced its Eversource Energy (ES) stake by 9.4% in Q2 2026, selling an estimated $54.6K and leaving 7,620 shares worth $551K. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Brinker Capital Investments first reported a position in ES in Q3 2015 and has held it in 24 quarters since. The position peaked at $681K in Q1 2023. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Brinker Capital Investments held 7,620 shares of Eversource Energy worth $551K as of Q2 2026.
  • Brinker Capital Investments sold 788 Eversource Energy shares in Q2 2026, an estimated $54.6K.
  • Eversource Energy made up ﹤0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1422 holding.
  • Brinker Capital Investments first reported a position in Eversource Energy in Q3 2015 and has held it in 24 quarters since.
  • Brinker Capital Investments's Eversource Energy position peaked at $681K in Q1 2023.
  • 1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.