Cypress Wealth Services’s Eversource Energy ES Stock Holding History

Cypress Wealth Services’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	$235K	Sell	3,250 -55	-2%	-$3.81K	0.03%	386
2026 Q1	$229K	Sell	3,305 -24	-0.7%	-$1.7K	0.03%	354
2025 Q4	$224K	Sell	3,329 -14	-0.4%	-$983	0.03%	356
2025 Q3	$238K	Buy	3,343 +27	+0.8%	+$1.77K	0.04%	295
2025 Q2	$211K	Buy	+3,316	New	+$204K	0.04%	297

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cypress Wealth Services's ES Position: Q2 2026 in Review

Cypress Wealth Services reduced its Eversource Energy (ES) stake by 1.7% in Q2 2026, selling an estimated $3.81K and leaving 3,250 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #386.

Cypress Wealth Services first reported a position in ES in Q2 2025 and has held it in 5 quarters since. The position peaked at $238K in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Cypress Wealth Services held 3,250 shares of Eversource Energy worth $235K as of Q2 2026.
Cypress Wealth Services sold 55 Eversource Energy shares in Q2 2026, an estimated $3.81K.
Eversource Energy made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #386 holding.
Cypress Wealth Services first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
Cypress Wealth Services's Eversource Energy position peaked at $238K in Q3 2025.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.