Cary Street Partners Investment Advisory’s Eversource Energy ES Stock Holding History

Cary Street Partners Investment Advisory’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	$69.6K	Sell	963 -173	-15%	-$12K	0.01%	550
2026 Q1	$78.7K	Buy	1,136 +309	+37%	+$21.8K	0.02%	492
2025 Q4	$55.7K	Buy	827 +137	+20%	+$9.62K	0.02%	497
2025 Q3	$49.1K	Buy	690 +112	+19%	+$7.34K	0.02%	438
2025 Q2	$36.8K	Buy	+578	New	+$35.6K	0.02%	427
2023 Q4	–	Sell	-1,491	Closed	-$86.7K	–	961
2023 Q3	$86.7K	Buy	1,491 +124	+9%	+$8.27K	﹤0.01%	741
2023 Q2	$96.9K	Sell	1,367 -251	-16%	-$18.7K	0.01%	672
2023 Q1	$127K	Sell	1,618 -64	-4%	-$5.06K	0.01%	555
2022 Q4	$141K	Buy	+1,682	New	+$133K	0.01%	525
2022 Q3	–	Sell	-1,248	Closed	-$105K	–	523
2022 Q2	$105K	Buy	+1,248	New	+$111K	0.01%	504

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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

Cary Street Partners Investment Advisory's ES Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Eversource Energy (ES) stake by 15% in Q2 2026, selling an estimated $12K and leaving 963 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #550.

Cary Street Partners Investment Advisory first reported a position in ES in Q2 2022 and has held it in 10 quarters since. The position peaked at $141K in Q4 2022. 627 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Cary Street Partners Investment Advisory held 963 shares of Eversource Energy worth $69.6K as of Q2 2026.
Cary Street Partners Investment Advisory sold 173 Eversource Energy shares in Q2 2026, an estimated $12K.
Eversource Energy made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #550 holding.
Cary Street Partners Investment Advisory first reported a position in Eversource Energy in Q2 2022 and has held it in 10 quarters since.
Cary Street Partners Investment Advisory's Eversource Energy position peaked at $141K in Q4 2022.
627 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.