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Global Wealth Strategies & Associates’s Eversource Energy ES Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-1
Closed -$37 – 201
2026
Q1 		$37 Hold
1
– – ﹤0.01% 534
2025
Q4 		$35 Sell
1
-22
-96% -$1.54K ﹤0.01% 540
2025
Q3 		$1.6K Buy
+23
New +$1.51K ﹤0.01% 408

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

Global Wealth Strategies & Associates's ES Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 1 share — an estimated $37 sold.

Global Wealth Strategies & Associates first reported a position in ES in Q3 2025 and held it in 3 quarters. The position peaked at $1.6K in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Eversource Energy share in Q2 2026, an estimated $37.
  • Global Wealth Strategies & Associates first reported a position in Eversource Energy in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Eversource Energy position peaked at $1.6K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.