Financial Perspectives’s Eversource Energy ES Stock Holding History

Financial Perspectives’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	$15.2K	Hold	210	–	–	﹤0.01%	495
2026 Q1	$14.5K	Hold	210	–	–	﹤0.01%	490
2025 Q4	$14.1K	Hold	210	–	–	﹤0.01%	483
2025 Q3	$14.9K	Hold	210	–	–	﹤0.01%	470
2025 Q2	$13.4K	Hold	210	–	–	﹤0.01%	474
2025 Q1	$13K	Hold	210	–	–	﹤0.01%	468
2024 Q4	$12.1K	Hold	210	–	–	﹤0.01%	484
2024 Q3	$14.3K	Hold	210	–	–	0.01%	436
2024 Q2	$11.9K	Hold	210	–	–	﹤0.01%	444
2024 Q1	$12.6K	Hold	210	–	–	﹤0.01%	434
2023 Q4	$13K	Hold	210	–	–	0.01%	440
2023 Q3	$12.2K	Hold	210	–	–	0.01%	423
2023 Q2	$14.9K	Hold	210	–	–	0.01%	402
2023 Q1	$16.4K	Hold	210	–	–	0.01%	383
2022 Q4	$17.6K	Hold	210	–	–	0.01%	372
2022 Q3	$16.4K	Hold	210	–	–	0.01%	373
2022 Q2	$17.7K	Hold	210	–	–	0.01%	371
2022 Q1	$18.5K	Hold	210	–	–	0.01%	386
2021 Q4	$19.1K	Hold	210	–	–	0.01%	362
2021 Q3	$17.2K	Hold	210	–	–	0.01%	371
2021 Q2	$16.9K	Sell	210 -17,974	-99%	-$1.51M	0.01%	398
2021 Q1	$210K	Buy	18,184 +17,974	+8,559%	+$1.53M	0.01%	395
2020 Q4	$18.2K	Hold	210	–	–	0.01%	346
2020 Q3	$17.5K	Hold	210	–	–	0.01%	308
2020 Q2	$17.5K	Hold	210	–	–	0.01%	296
2020 Q1	$16.4K	Hold	210	–	–	0.01%	264
2019 Q4	$17.9K	Buy	+210	New	+$17.5K	0.01%	270

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Financial Perspectives's ES Position: Q2 2026 in Review

Financial Perspectives held its Eversource Energy (ES) position steady in Q2 2026 at 210 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Financial Perspectives first reported a position in ES in Q4 2019 and has held it in 27 quarters since. The position peaked at $210K in Q1 2021. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Financial Perspectives held 210 shares of Eversource Energy worth $15.2K as of Q2 2026.
Financial Perspectives left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #495 holding.
Financial Perspectives first reported a position in Eversource Energy in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Eversource Energy position peaked at $210K in Q1 2021.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.