Burk Holdings
ES icon

Burk Holdings’s Eversource Energy ES Stock Holding History

Burk Holdings’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
Q3 		$1.16K Sell
18
-45
-71% -$3.2K ﹤0.01% 680
2026
Q2 		$4.55K Hold
63
– – ﹤0.01% 374
2026
Q1 		$4.36K Buy
+63
New +$4.45K ﹤0.01% 380

Other funds holding ES

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Burk Holdings's ES Position: Q3 2026 in Review

Burk Holdings reduced its Eversource Energy (ES) stake by 71% in Q3 2026, selling an estimated $3.2K and leaving 18 shares worth $1.16K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Burk Holdings first reported a position in ES in Q1 2026 and has held it in 3 quarters since. The position peaked at $4.55K in Q2 2026. 607 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Burk Holdings held 18 shares of Eversource Energy worth $1.16K as of Q3 2026.
  • Burk Holdings sold 45 Eversource Energy shares in Q3 2026, an estimated $3.2K.
  • Eversource Energy made up ﹤0.01% of Burk Holdings's portfolio in Q3 2026, its #680 holding.
  • Burk Holdings first reported a position in Eversource Energy in Q1 2026 and has held it in 3 quarters since.
  • Burk Holdings's Eversource Energy position peaked at $4.55K in Q2 2026.
  • 607 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Burk Holdings's 13F filing for Q3 2026, filed 5 Nov 2026.