Exchange Bank
ES icon

Exchange Bank’s Eversource Energy ES Stock Holding History

Exchange 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
Q3 		– Sell
-2,894
Closed -$209K – 132
2026
Q2 		$209K Buy
2,894
+5
+0.2% +$346 0.13% 127
2026
Q1 		$200K Buy
+2,889
New +$204K 0.14% 117
2025
Q4 		– Sell
-2,889
Closed -$206K – 123
2025
Q3 		$206K Buy
+2,889
New +$189K 0.14% 123

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Exchange Bank's ES Position: Q3 2026 in Review

Exchange Bank sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 2,894 shares — an estimated $209K sold.

Exchange Bank first reported a position in ES in Q3 2025 and held it in 3 quarters. The position peaked at $209K in Q2 2026. 272 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Exchange Bank reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
  • Exchange Bank sold 2,894 Eversource Energy shares in Q3 2026, an estimated $209K.
  • Exchange Bank first reported a position in Eversource Energy in Q3 2025 and held it in 3 quarters.
  • Exchange Bank's Eversource Energy position peaked at $209K in Q2 2026.
  • 272 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Exchange Bank's 13F filing for Q3 2026, filed 7 Oct 2026.