Econ Financial Services’s Eversource Energy ES Stock Holding History

Econ Financial 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	$224K	Buy	3,097 +33	+1%	+$2.29K	0.1%	71
2026 Q1	$212K	Buy	3,064 +35	+1%	+$2.47K	0.1%	74
2025 Q4	$204K	Buy	3,029 +33	+1%	+$2.32K	0.1%	74
2025 Q3	$213K	Buy	+2,996	New	+$196K	0.11%	77
2023 Q2	–	Sell	-2,651	Closed	-$207K	–	90
2023 Q1	$207K	Buy	2,651 +20	+0.8%	+$1.58K	0.16%	80
2022 Q4	$221K	Buy	2,631 +21	+0.8%	+$1.67K	0.22%	54
2022 Q3	$203K	Buy	2,610 +19	+0.7%	+$1.68K	0.17%	73
2022 Q2	$219K	Buy	2,591 +19	+0.7%	+$1.69K	0.18%	73
2022 Q1	$227K	Buy	2,572 +17	+0.7%	+$1.45K	0.17%	59
2021 Q4	$232K	Buy	+2,555	New	+$220K	0.17%	74

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Econ Financial Services's ES Position: Q2 2026 in Review

Econ Financial Services increased its Eversource Energy (ES) stake by 1.1% in Q2 2026, buying an estimated $2.29K and bringing the position to 3,097 shares worth $224K. The position accounts for 0.1% of the portfolio, ranked #71.

Econ Financial Services first reported a position in ES in Q4 2021 and has held it in 10 quarters since. The position peaked at $232K in Q4 2021. 457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Econ Financial Services held 3,097 shares of Eversource Energy worth $224K as of Q2 2026.
Econ Financial Services bought 33 Eversource Energy shares in Q2 2026, an estimated $2.29K.
Eversource Energy made up 0.1% of Econ Financial Services's portfolio in Q2 2026, its #71 holding.
Econ Financial Services first reported a position in Eversource Energy in Q4 2021 and has held it in 10 quarters since.
Econ Financial Services's Eversource Energy position peaked at $232K in Q4 2021.
457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Econ Financial Services's 13F filing for Q2 2026, filed 23 Jul 2026.