Country Trust Bank’s Eversource Energy ES Stock Holding History

Country Trust Bank’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	$18.4K	Buy	254 +87	+52%	+$6.03K	﹤0.01%	287
2026 Q1	$11.6K	Buy	+167	New	+$11.8K	﹤0.01%	316
2025 Q1	–	Sell	-13	Closed	-$747	–	381
2024 Q4	$747	Hold	13	–	–	﹤0.01%	321
2024 Q3	$885	Hold	13	–	–	﹤0.01%	320
2024 Q2	$737	Hold	13	–	–	﹤0.01%	318
2024 Q1	$777	Hold	13	–	–	﹤0.01%	301
2023 Q4	$802	Hold	13	–	–	﹤0.01%	328
2023 Q3	$756	Hold	13	–	–	﹤0.01%	306
2023 Q2	$922	Hold	13	–	–	﹤0.01%	302
2023 Q1	$1.02K	Sell	13 -295	-96%	-$23.3K	﹤0.01%	292
2022 Q4	$25.8K	Hold	308	–	–	﹤0.01%	208
2022 Q3	$24K	Hold	308	–	–	﹤0.01%	234
2022 Q2	$26K	Hold	308	–	–	﹤0.01%	230
2022 Q1	$27K	Hold	308	–	–	﹤0.01%	245
2021 Q4	$28K	Buy	+308	New	+$26.5K	﹤0.01%	256

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Country Trust Bank's ES Position: Q2 2026 in Review

Country Trust Bank increased its Eversource Energy (ES) stake by 52% in Q2 2026, buying an estimated $6.03K and bringing the position to 254 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Country Trust Bank first reported a position in ES in Q4 2021 and has held it in 15 quarters since. The position peaked at $28K in Q4 2021. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Country Trust Bank held 254 shares of Eversource Energy worth $18.4K as of Q2 2026.
Country Trust Bank bought 87 Eversource Energy shares in Q2 2026, an estimated $6.03K.
Eversource Energy made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #287 holding.
Country Trust Bank first reported a position in Eversource Energy in Q4 2021 and has held it in 15 quarters since.
Country Trust Bank's Eversource Energy position peaked at $28K in Q4 2021.
1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.