CH
ES icon

Cromwell Holdings’s Eversource Energy ES Stock Holding History

Cromwell Holdings’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 		$78.5K Buy
1,086
+33
+3% +$2.29K 0.04% 405
2026
Q1 		$73K Buy
1,053
+11
+1% +$777 0.04% 393
2025
Q4 		$70.2K Hold
1,042
– – 0.04% 396
2025
Q3 		$74.1K Hold
1,042
– – 0.04% 391
2025
Q2 		$66.3K Buy
1,042
+213
+26% +$13.1K 0.04% 397
2025
Q1 		$51.5K Buy
829
+254
+44% +$15.2K 0.03% 445
2024
Q4 		$33K Hold
575
– – 0.02% 530
2024
Q3 		$39.1K Hold
575
– – 0.03% 501
2024
Q2 		$32.6K Buy
+575
New +$34.1K 0.02% 523

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Cromwell Holdings's ES Position: Q2 2026 in Review

Cromwell Holdings increased its Eversource Energy (ES) stake by 3.1% in Q2 2026, buying an estimated $2.29K and bringing the position to 1,086 shares worth $78.5K. The position accounts for 0.04% of the portfolio, ranked #405.

Cromwell Holdings first reported a position in ES in Q2 2024 and has held it in 9 quarters since. 228 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Cromwell Holdings held 1,086 shares of Eversource Energy worth $78.5K as of Q2 2026.
  • Cromwell Holdings bought 33 Eversource Energy shares in Q2 2026, an estimated $2.29K.
  • Eversource Energy made up 0.04% of Cromwell Holdings's portfolio in Q2 2026, its #405 holding.
  • Cromwell Holdings first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
  • 228 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.