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Greenleaf Trust’s Eversource Energy ES Stock Holding History

Greenleaf Trust’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 		$612K Sell
8,467
-216
-2% -$15K 0.01% 464
2026
Q1 		$602K Sell
8,683
-112
-1% -$7.92K 0.01% 446
2025
Q4 		$592K Buy
8,795
+624
+8% +$43.8K 0.01% 458
2025
Q3 		$581K Sell
8,171
-1,037
-11% -$68K 0.01% 462
2025
Q2 		$586K Sell
9,208
-1,837
-17% -$113K 0.01% 450
2025
Q1 		$686K Buy
11,045
+2,880
+35% +$172K 0.01% 416
2024
Q4 		$469K Sell
8,165
-1,398
-15% -$87.1K ﹤0.01% 519
2024
Q3 		$651K Buy
9,563
+1,372
+17% +$88.7K 0.01% 450
2024
Q2 		$465K Buy
8,191
+134
+2% +$7.94K ﹤0.01% 501
2024
Q1 		$482K Sell
8,057
-1,452
-15% -$83.5K ﹤0.01% 487
2023
Q4 		$587K Buy
9,509
+1,007
+12% +$58.1K 0.01% 414
2023
Q3 		$494K Buy
8,502
+3,422
+67% +$228K 0.01% 438
2023
Q2 		$360K Sell
5,080
-2,050
-29% -$153K ﹤0.01% 543
2023
Q1 		$558K Buy
7,130
+1,538
+28% +$121K 0.01% 415
2022
Q4 		$469K Buy
5,592
+1,374
+33% +$109K 0.01% 460
2022
Q3 		$329K Buy
4,218
+866
+26% +$76.3K ﹤0.01% 509
2022
Q2 		$283K Sell
3,352
-57
-2% -$5.06K ﹤0.01% 568
2022
Q1 		$301K Sell
3,409
-589
-15% -$50.4K ﹤0.01% 589
2021
Q4 		$364K Sell
3,998
-388
-9% -$33.4K ﹤0.01% 538
2021
Q3 		$359K Sell
4,386
-136
-3% -$11.8K ﹤0.01% 515
2021
Q2 		$363K Sell
4,522
-878
-16% -$73.9K ﹤0.01% 499
2021
Q1 		$468K Buy
5,400
+330
+7% +$28K 0.01% 398
2020
Q4 		$439K Buy
5,070
+62
+1% +$5.52K 0.01% 372
2020
Q3 		$418K Buy
5,008
+245
+5% +$21K 0.01% 333
2020
Q2 		$397K Buy
4,763
+1,940
+69% +$161K 0.01% 336
2020
Q1 		$221K Buy
2,823
+465
+20% +$40.8K ﹤0.01% 405
2019
Q4 		$201K Buy
+2,358
New +$196K ﹤0.01% 524
2018
Q1 		– Sell
-192
Closed -$12K – 578
2017
Q4 		$12K Sell
192
-30
-14% -$1.9K ﹤0.01% 648
2017
Q3 		$13K Buy
+222
New +$13.7K ﹤0.01% 640

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

Greenleaf Trust's ES Position: Q2 2026 in Review

Greenleaf Trust reduced its Eversource Energy (ES) stake by 2.5% in Q2 2026, selling an estimated $15K and leaving 8,467 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #464.

Greenleaf Trust first reported a position in ES in Q3 2017 and has held it in 29 quarters since. The position peaked at $686K in Q1 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Greenleaf Trust held 8,467 shares of Eversource Energy worth $612K as of Q2 2026.
  • Greenleaf Trust sold 216 Eversource Energy shares in Q2 2026, an estimated $15K.
  • Eversource Energy made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #464 holding.
  • Greenleaf Trust first reported a position in Eversource Energy in Q3 2017 and has held it in 29 quarters since.
  • Greenleaf Trust's Eversource Energy position peaked at $686K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.