Brookstone Capital Management’s Eversource Energy ES Stock Holding History

Brookstone Capital 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 Q2	$25.1M	Buy	347,645 +165,886	+91%	+$11.5M	0.25%	111
2026 Q1	$12.6M	Sell	181,759 -12,278	-6%	-$868K	0.14%	179
2025 Q4	$13.1M	Sell	194,037 -12,760	-6%	-$896K	0.15%	167
2025 Q3	$14.7M	Sell	206,797 -1,640	-0.8%	-$108K	0.18%	140
2025 Q2	$13.3M	Buy	208,437 +11,534	+6%	+$711K	0.17%	146
2025 Q1	$12.2M	Buy	196,903 +175,697	+829%	+$10.5M	0.18%	144
2024 Q4	$1.22M	Buy	21,206 +380	+2%	+$23.7K	0.02%	476
2024 Q3	$1.42M	Sell	20,826 -5,999	-22%	-$388K	0.02%	434
2024 Q2	$1.65M	Buy	26,825 +2,379	+10%	+$141K	0.03%	404
2024 Q1	$1.46M	Sell	24,446 -758	-3%	-$43.6K	0.03%	409
2023 Q4	$1.56M	Buy	25,204 +8,457	+50%	+$488K	0.03%	370
2023 Q3	$903K	Buy	16,747 +1,251	+8%	+$83.4K	0.02%	451
2023 Q2	$1.1M	Buy	15,496 +211	+1%	+$15.7K	0.02%	416
2023 Q1	$1.21M	Buy	15,285 +644	+4%	+$50.9K	0.02%	421
2022 Q4	$1.26M	Buy	14,641 +529	+4%	+$42K	0.03%	389
2022 Q3	$1.01M	Buy	14,112 +576	+4%	+$50.8K	0.02%	396
2022 Q2	$1.13M	Buy	13,536 +161	+1%	+$14.3K	0.03%	382
2022 Q1	$1.23M	Buy	13,375 +466	+4%	+$39.9K	0.02%	365
2021 Q4	$1.16M	Buy	12,909 +1,642	+15%	+$141K	0.02%	365
2021 Q3	$972K	Buy	11,267 +1,124	+11%	+$97.6K	0.02%	386
2021 Q2	$841K	Buy	10,143 +1,742	+21%	+$147K	0.02%	396
2021 Q1	$727K	Buy	8,401 +3,714	+79%	+$315K	0.03%	292
2020 Q4	$405K	Buy	4,687 +424	+10%	+$37.8K	0.02%	349
2020 Q3	$356K	Buy	+4,263	New	+$365K	0.02%	315
2020 Q1	–	Sell	-3,423	Closed	-$291K	–	357
2019 Q4	$291K	Buy	3,423 +330	+11%	+$27.4K	0.01%	337
2019 Q3	$264K	Buy	3,093 +256	+9%	+$20.3K	0.01%	359
2019 Q2	$215K	Buy	+2,837	New	+$208K	0.01%	405
2019 Q1	–	Sell	-3,335	Closed	-$217K	–	406
2018 Q4	$217K	Buy	+3,335	New	+$217K	0.02%	268
2015 Q4	–	Sell	-1,200	Closed	-$61K	–	368
2015 Q3	$61K	Sell	1,200 -75	-6%	-$3.61K	0.01%	367
2015 Q2	$58K	Buy	+1,275	New	+$61.8K	0.01%	446

Other funds holding ES

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

AIM

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

Brookstone Capital Management's ES Position: Q2 2026 in Review

Brookstone Capital Management increased its Eversource Energy (ES) stake by 91% in Q2 2026, buying an estimated $11.5M and bringing the position to 347,645 shares worth $25.1M. The position accounts for 0.25% of the portfolio, ranked #111.

Brookstone Capital Management first reported a position in ES in Q2 2015 and has held it in 30 quarters since. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Brookstone Capital Management held 347,645 shares of Eversource Energy worth $25.1M as of Q2 2026.
Brookstone Capital Management bought 165,886 Eversource Energy shares in Q2 2026, an estimated $11.5M.
Eversource Energy made up 0.25% of Brookstone Capital Management's portfolio in Q2 2026, its #111 holding.
Brookstone Capital Management first reported a position in Eversource Energy in Q2 2015 and has held it in 30 quarters since.
163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.