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Burney Company’s Eversource Energy ES Stock Holding History

Burney Company’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 		$4.56M Sell
63,108
-2,673
-4% -$185K 0.12% 138
2026
Q1 		$4.56M Sell
65,781
-24,277
-27% -$1.72M 0.14% 125
2025
Q4 		$6.06M Buy
90,058
+3,306
+4% +$232K 0.19% 115
2025
Q3 		$6.17M Buy
86,752
+3,032
+4% +$199K 0.2% 117
2025
Q2 		$5.33M Buy
83,720
+38,490
+85% +$2.37M 0.18% 124
2025
Q1 		$2.81M Buy
45,230
+1,735
+4% +$104K 0.1% 175
2024
Q4 		$2.5M Buy
43,495
+967
+2% +$60.3K 0.09% 191
2024
Q3 		$2.89M Buy
42,528
+4,152
+11% +$268K 0.1% 177
2024
Q2 		$2.18M Buy
38,376
+5,048
+15% +$299K 0.08% 211
2024
Q1 		$1.99M Buy
33,328
+2,807
+9% +$161K 0.08% 233
2023
Q4 		$1.88M Buy
+30,521
New +$1.76M 0.08% 242
2023
Q1 		– Sell
-2,527
Closed -$212K – 567
2022
Q4 		$212K Buy
+2,527
New +$200K 0.01% 521
2022
Q3 		– Sell
-2,527
Closed -$213K – 553
2022
Q2 		$213K Hold
2,527
– – 0.01% 516
2022
Q1 		$223K Hold
2,527
– – 0.01% 548
2021
Q4 		$230K Hold
2,527
– – 0.01% 545
2021
Q3 		$207K Hold
2,527
– – 0.01% 552
2021
Q2 		$203K Hold
2,527
– – 0.01% 574
2021
Q1 		$219K Hold
2,527
– – 0.01% 534
2020
Q4 		$219K Hold
2,527
– – 0.01% 494
2020
Q3 		$211K Hold
2,527
– – 0.01% 468
2020
Q2 		$210K Buy
+2,527
New +$209K 0.01% 454
2020
Q1 		– Sell
-2,527
Closed -$215K – 443
2019
Q4 		$215K Hold
2,527
– – 0.01% 444
2019
Q3 		$216K Buy
+2,527
New +$201K 0.01% 418

Other funds holding ES

Swedbank
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
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

Burney Company's ES Position: Q2 2026 in Review

Burney Company reduced its Eversource Energy (ES) stake by 4.1% in Q2 2026, selling an estimated $185K and leaving 63,108 shares worth $4.56M. The position accounts for 0.12% of the portfolio, ranked #138.

Burney Company first reported a position in ES in Q3 2019 and has held it in 23 quarters since. The position peaked at $6.17M in Q3 2025. 163 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Burney Company held 63,108 shares of Eversource Energy worth $4.56M as of Q2 2026.
  • Burney Company sold 2,673 Eversource Energy shares in Q2 2026, an estimated $185K.
  • Eversource Energy made up 0.12% of Burney Company's portfolio in Q2 2026, its #138 holding.
  • Burney Company first reported a position in Eversource Energy in Q3 2019 and has held it in 23 quarters since.
  • Burney Company's Eversource Energy position peaked at $6.17M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.