Central Valley Advisors’s Eversource Energy ES Stock Holding History

Central Valley Advisors’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	$2.5M	Buy	34,612 +1,119	+3%	+$77.5K	0.64%	47
2026 Q1	$2.32M	Buy	33,493 +7,297	+28%	+$516K	0.63%	47
2025 Q4	$1.76M	Buy	26,196 +1,760	+7%	+$124K	0.53%	60
2025 Q3	$1.74M	Buy	24,436 +1,009	+4%	+$66.2K	0.54%	59
2025 Q2	$1.49M	Buy	+23,427	New	+$1.44M	0.51%	58

Other funds holding ES

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Central Valley Advisors's ES Position: Q2 2026 in Review

Central Valley Advisors increased its Eversource Energy (ES) stake by 3.3% in Q2 2026, buying an estimated $77.5K and bringing the position to 34,612 shares worth $2.5M. The position accounts for 0.64% of the portfolio, ranked #47.

Central Valley Advisors first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Central Valley Advisors held 34,612 shares of Eversource Energy worth $2.5M as of Q2 2026.
Central Valley Advisors bought 1,119 Eversource Energy shares in Q2 2026, an estimated $77.5K.
Eversource Energy made up 0.64% of Central Valley Advisors's portfolio in Q2 2026, its #47 holding.
Central Valley Advisors first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Central Valley Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.