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Fortitude Family Office’s Eversource Energy ES Stock Holding History

Fortitude Family Office’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 		$12.1K Sell
167
-2
-1% -$139 ﹤0.01% 705
2026
Q1 		$11.7K Buy
169
+105
+164% +$7.42K ﹤0.01% 595
2025
Q4 		$4.31K Sell
64
-6
-9% -$421 ﹤0.01% 865
2025
Q3 		$4.98K Buy
70
+2
+3% +$131 ﹤0.01% 811
2025
Q2 		$4.33K Buy
68
+47
+224% +$2.9K ﹤0.01% 841
2025
Q1 		$1.3K Hold
21
– – ﹤0.01% 988
2024
Q4 		$1.21K Sell
21
-58
-73% -$3.62K ﹤0.01% 1112
2024
Q3 		$5.38K Hold
79
– – ﹤0.01% 768
2024
Q2 		$4.48K Buy
79
+59
+295% +$3.5K ﹤0.01% 631
2024
Q1 		$1.2K Sell
20
-53
-73% -$3.05K ﹤0.01% 892
2023
Q4 		$4.51K Buy
+73
New +$4.21K ﹤0.01% 700

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

Fortitude Family Office's ES Position: Q2 2026 in Review

Fortitude Family Office reduced its Eversource Energy (ES) stake by 1.2% in Q2 2026, selling an estimated $139 and leaving 167 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Fortitude Family Office first reported a position in ES in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Fortitude Family Office held 167 shares of Eversource Energy worth $12.1K as of Q2 2026.
  • Fortitude Family Office sold 2 Eversource Energy shares in Q2 2026, an estimated $139.
  • Eversource Energy made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #705 holding.
  • Fortitude Family Office first reported a position in Eversource Energy in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.