Essex Savings Bank’s Eversource Energy ES Stock Holding History

Essex Savings Bank’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	Sell	3,518 -19	-0.5%	-$1.32K	0.06%	265
2026 Q1	$245K	Buy	+3,537	New	+$250K	0.05%	260
2019 Q3	–	Sell	-958	Closed	-$39K	–	316
2019 Q2	$39K	Buy	958 +663	+225%	+$48.5K	0.01%	478
2019 Q1	$21K	Hold	295	–	–	0.01%	414
2018 Q4	$19K	Buy	+295	New	+$19.2K	0.01%	418

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

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Essex Savings Bank's ES Position: Q2 2026 in Review

Essex Savings Bank reduced its Eversource Energy (ES) stake by 0.54% in Q2 2026, selling an estimated $1.32K and leaving 3,518 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #265.

Essex Savings Bank first reported a position in ES in Q4 2018 and has held it in 5 quarters since. 432 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Essex Savings Bank held 3,518 shares of Eversource Energy worth $254K as of Q2 2026.
Essex Savings Bank sold 19 Eversource Energy shares in Q2 2026, an estimated $1.32K.
Eversource Energy made up 0.06% of Essex Savings Bank's portfolio in Q2 2026, its #265 holding.
Essex Savings Bank first reported a position in Eversource Energy in Q4 2018 and has held it in 5 quarters since.
432 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.