Brown, Lisle/Cummings’s Eversource Energy ES Stock Holding History

Brown, Lisle/Cummings’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	$167K	Hold	2,316	–	–	0.04%	252
2026 Q1	$160K	Hold	2,316	–	–	0.04%	239
2025 Q4	$156K	Sell	2,316 -350	-13%	-$24.6K	0.04%	234
2025 Q3	$190K	Hold	2,666	–	–	0.05%	215
2025 Q2	$170K	Hold	2,666	–	–	0.05%	226
2025 Q1	$166K	Buy	2,666 +350	+15%	+$20.9K	0.05%	222
2024 Q4	$133K	Hold	2,316	–	–	0.04%	241
2024 Q3	$158K	Hold	2,316	–	–	0.05%	229
2024 Q2	$131K	Buy	2,316 +1,722	+290%	+$102K	0.04%	233
2024 Q1	$35.5K	Hold	594	–	–	0.01%	324
2023 Q4	$36.7K	Sell	594 -350	-37%	-$20.2K	0.01%	314
2023 Q3	$54.9K	Hold	944	–	–	0.02%	264
2023 Q2	$66.9K	Hold	944	–	–	0.03%	257
2023 Q1	$73.9K	Hold	944	–	–	0.04%	239
2022 Q4	$79.1K	Hold	944	–	–	0.04%	226
2022 Q3	$73.6K	Hold	944	–	–	0.04%	221
2022 Q2	$79.7K	Hold	944	–	–	0.04%	216
2022 Q1	$83.3K	Hold	944	–	–	0.04%	223
2021 Q4	$85.9K	Buy	+944	New	+$81.2K	0.04%	222

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown, Lisle/Cummings's ES Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Eversource Energy (ES) position steady in Q2 2026 at 2,316 shares worth $167K. The position accounts for 0.04% of the portfolio, ranked #252.

Brown, Lisle/Cummings first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $190K in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Brown, Lisle/Cummings held 2,316 shares of Eversource Energy worth $167K as of Q2 2026.
Brown, Lisle/Cummings left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.04% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #252 holding.
Brown, Lisle/Cummings first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
Brown, Lisle/Cummings's Eversource Energy position peaked at $190K in Q3 2025.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.