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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
Q2 		$254K Buy
3,513
+144
+4% +$9.97K 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% +$9.76K ﹤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 $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

CX Institutional's ES Position: Q2 2026 in Review

CX Institutional increased its Eversource Energy (ES) stake by 4.3% in Q2 2026, buying an estimated $9.97K and bringing the position to 3,513 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #683.

CX Institutional first reported a position in ES in Q4 2018 and has held it in 19 quarters since. 232 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • CX Institutional held 3,513 shares of Eversource Energy worth $254K as of Q2 2026.
  • CX Institutional bought 144 Eversource Energy shares in Q2 2026, an estimated $9.97K.
  • Eversource Energy made up 0.01% of CX Institutional's portfolio in Q2 2026, its #683 holding.
  • CX Institutional first reported a position in Eversource Energy in Q4 2018 and has held it in 19 quarters since.
  • 232 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.