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Dogwood Wealth Management’s Eversource Energy ES Stock Holding History

Dogwood Wealth Management’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 		$3.25K Hold
45
– – ﹤0.01% 586
2026
Q1 		$3.12K Buy
45
+27
+150% +$1.91K ﹤0.01% 568
2025
Q4 		$1.21K Sell
18
-8
-31% -$562 ﹤0.01% 617
2025
Q3 		$1.85K Buy
26
+3
+13% +$197 ﹤0.01% 534
2025
Q2 		$1.49K Buy
+23
New +$1.42K ﹤0.01% 594
2024
Q3 		– Hold
0
– – – 457
2024
Q2 		– Hold
0
– – – 483
2024
Q1 		– Hold
0
– – – 482
2023
Q4 		– Hold
0
– – – 463

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

Dogwood Wealth Management's ES Position: Q2 2026 in Review

Dogwood Wealth Management held its Eversource Energy (ES) position steady in Q2 2026 at 45 shares worth $3.25K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Dogwood Wealth Management first reported a position in ES in Q2 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Dogwood Wealth Management held 45 shares of Eversource Energy worth $3.25K as of Q2 2026.
  • Dogwood Wealth Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #586 holding.
  • Dogwood Wealth Management first reported a position in Eversource Energy in Q2 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.