Cary Street Partners’s Eversource Energy ES Stock Holding History

Cary Street Partners’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	$233K	Sell	3,225 -31	-1%	-$2.15K	0.01%	878
2026 Q1	$226K	Buy	3,256 +31	+1%	+$2.19K	0.01%	804
2025 Q4	$217K	Sell	3,225 -12	-0.4%	-$843	0.01%	813
2025 Q3	$230K	Sell	3,237 -66	-2%	-$4.33K	0.01%	751
2025 Q2	$210K	Buy	+3,303	New	+$204K	0.01%	756

Other funds holding ES

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Cary Street Partners reduced its Eversource Energy (ES) stake by 0.95% in Q2 2026, selling an estimated $2.15K and leaving 3,225 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #878.

Cary Street Partners first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Cary Street Partners held 3,225 shares of Eversource Energy worth $233K as of Q2 2026.
Cary Street Partners sold 31 Eversource Energy shares in Q2 2026, an estimated $2.15K.
Eversource Energy made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #878 holding.
Cary Street Partners first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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