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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
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 $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

Exchange Bank's ES Position: Q2 2026 in Review

Exchange Bank increased its Eversource Energy (ES) stake by 0.17% in Q2 2026, buying an estimated $346 and bringing the position to 2,894 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #127.

Exchange Bank first reported a position in ES in Q3 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Exchange Bank held 2,894 shares of Eversource Energy worth $209K as of Q2 2026.
  • Exchange Bank bought 5 Eversource Energy shares in Q2 2026, an estimated $346.
  • Eversource Energy made up 0.13% of Exchange Bank's portfolio in Q2 2026, its #127 holding.
  • Exchange Bank first reported a position in Eversource Energy in Q3 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.