CX Institutional
ES icon

CX Institutional’s Eversource Energy ES Stock Holding History

CX Institutional’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
Q3 		$263K Buy
4,092
+579
+16% +$41.2K 0.01% 668
2026
Q2 		$254K Buy
3,513
+144
+4% +$10K 0.01% 683
2026
Q1 		$233K Buy
3,369
+8
+0.2% +$565 0.01% 679
2025
Q4 		$226K Buy
3,361
+433
+15% +$30.4K 0.01% 674
2025
Q3 		$208K Buy
2,928
+38
+1% +$2.49K 0.01% 682
2025
Q2 		$184K Buy
2,890
+275
+11% +$16.9K 0.01% 656
2025
Q1 		$162K Buy
+2,615
New +$156K 0.01% 653
2022
Q3 		– Sell
-1,140
Closed -$96K – 670
2022
Q2 		$96K Buy
+1,140
New +$101K 0.01% 554
2021
Q4 		– Sell
-730
Closed -$60K – 508
2021
Q3 		$60K Buy
730
+15
+2% +$1.3K ﹤0.01% 544
2021
Q2 		$57K Buy
715
+252
+54% +$21.2K ﹤0.01% 541
2021
Q1 		$40K Buy
463
+159
+52% +$13.5K ﹤0.01% 534
2020
Q4 		$26K Buy
304
+90
+42% +$8.01K ﹤0.01% 560
2020
Q3 		$18K Buy
214
+114
+114% +$9.8K ﹤0.01% 565
2020
Q2 		$8K Buy
100
+10
+11% +$828 ﹤0.01% 593
2020
Q1 		$7K Sell
90
-6
-6% -$526 ﹤0.01% 496
2019
Q4 		$8K Hold
96
– – ﹤0.01% 460
2019
Q3 		$8K Buy
96
+7
+8% +$556 ﹤0.01% 495
2019
Q2 		$7K Buy
89
+12
+16% +$878 ﹤0.01% 547
2019
Q1 		$5K Buy
77
+63
+450% +$4.34K ﹤0.01% 542
2018
Q4 		$1K Buy
+14
New +$912 ﹤0.01% 488

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

CX Institutional's ES Position: Q3 2026 in Review

CX Institutional increased its Eversource Energy (ES) stake by 16% in Q3 2026, buying an estimated $41.2K and bringing the position to 4,092 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #668.

CX Institutional first reported a position in ES in Q4 2018 and has held it in 20 quarters since. 299 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • CX Institutional held 4,092 shares of Eversource Energy worth $263K as of Q3 2026.
  • CX Institutional bought 579 Eversource Energy shares in Q3 2026, an estimated $41.2K.
  • Eversource Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #668 holding.
  • CX Institutional first reported a position in Eversource Energy in Q4 2018 and has held it in 20 quarters since.
  • 299 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.