Broadwater Capital’s Eversource Energy ES Stock Holding History

Broadwater Capital’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	$44.8K	Hold	620	–	–	0.03%	104
2026 Q1	$41.7K	Hold	620	–	–	0.03%	108
2025 Q4	$41.7K	Hold	620	–	–	0.03%	108
2025 Q3	$44.1K	Sell	620 -38,824	-98%	-$2.55M	0.03%	113
2025 Q2	$39.4M	Buy	39,444 +38,824	+6,262%	+$2.39M	0.03%	113
2025 Q1	$38.5K	Hold	620	–	–	0.03%	117
2024 Q4	$35.6K	Hold	620	–	–	0.03%	122
2024 Q3	$42.2K	Hold	620	–	–	0.03%	123
2024 Q2	$35.2K	Hold	620	–	–	0.03%	126
2024 Q1	$37.1K	Hold	620	–	–	0.03%	126
2023 Q4	$38.3K	Buy	+620	New	+$35.7K	0.03%	125

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Broadwater Capital's ES Position: Q2 2026 in Review

Broadwater Capital held its Eversource Energy (ES) position steady in Q2 2026 at 620 shares worth $44.8K. The position accounts for 0.03% of the portfolio, ranked #104.

Broadwater Capital first reported a position in ES in Q4 2023 and has held it in 11 quarters since. The position peaked at $39.4M in Q2 2025. 554 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Broadwater Capital held 620 shares of Eversource Energy worth $44.8K as of Q2 2026.
Broadwater Capital left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #104 holding.
Broadwater Capital first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Eversource Energy position peaked at $39.4M in Q2 2025.
554 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.