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Grimes & Company’s Eversource Energy ES Stock Holding History

Grimes & Company’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 		$298K Sell
4,123
-128
-3% -$8.86K 0.01% 383
2026
Q1 		$294K Sell
4,251
-384
-8% -$27.1K 0.01% 363
2025
Q4 		$312K Sell
4,635
-125
-3% -$8.78K 0.01% 375
2025
Q3 		$339K Sell
4,760
-3,284
-41% -$215K 0.01% 359
2025
Q2 		$512K Buy
8,044
+238
+3% +$14.7K 0.01% 265
2025
Q1 		$485K Buy
7,806
+54
+0.7% +$3.22K 0.02% 244
2024
Q4 		$445K Sell
7,752
-125
-2% -$7.79K 0.01% 262
2024
Q3 		$536K Sell
7,877
-218
-3% -$14.1K 0.01% 229
2024
Q2 		$459K Buy
8,095
+105
+1% +$6.22K 0.01% 228
2024
Q1 		$478K Sell
7,990
-365
-4% -$21K 0.01% 229
2023
Q4 		$516K Buy
8,355
+124
+2% +$7.15K 0.02% 220
2023
Q3 		$479K Buy
8,231
+1,141
+16% +$76.1K 0.02% 211
2023
Q2 		$503K Sell
7,090
-3,164
-31% -$236K 0.02% 207
2023
Q1 		$802K Buy
10,254
+14
+0.1% +$1.11K 0.03% 169
2022
Q4 		$859K Sell
10,240
-591
-5% -$46.9K 0.04% 167
2022
Q3 		$844K Buy
10,831
+21
+0.2% +$1.85K 0.04% 153
2022
Q2 		$913K Sell
10,810
-1,597
-13% -$142K 0.05% 151
2022
Q1 		$1.09M Sell
12,407
-44
-0.4% -$3.76K 0.06% 152
2021
Q4 		$1.13M Sell
12,451
-2,986
-19% -$257K 0.05% 150
2021
Q3 		$1.26M Sell
15,437
-434
-3% -$37.7K 0.05% 141
2021
Q2 		$1.27M Sell
15,871
-1,144
-7% -$96.3K 0.06% 139
2021
Q1 		$1.47M Sell
17,015
-129
-0.8% -$10.9K 0.07% 122
2020
Q4 		$1.48M Sell
17,144
-433
-2% -$38.6K 0.08% 120
2020
Q3 		$1.47M Buy
17,577
+135
+0.8% +$11.6K 0.09% 111
2020
Q2 		$1.45M Sell
17,442
-2,907
-14% -$241K 0.1% 107
2020
Q1 		$1.59M Buy
20,349
+12,187
+149% +$1.07M 0.15% 96
2019
Q4 		$694K Buy
8,162
+395
+5% +$32.8K 0.05% 159
2019
Q3 		$664K Buy
7,767
+3
+0% +$238 0.05% 158
2019
Q2 		$588K Sell
7,764
-20
-0.3% -$1.46K 0.04% 158
2019
Q1 		$552K Buy
7,784
+26
+0.3% +$1.79K 0.04% 155
2018
Q4 		$505K Buy
7,758
+4
+0.1% +$261 0.05% 147
2018
Q3 		$476K Sell
7,754
-5
-0.1% -$306 0.04% 162
2018
Q2 		$455K Sell
7,759
-522
-6% -$30K 0.04% 166
2018
Q1 		$488K Buy
8,281
+1,008
+14% +$59.6K 0.05% 159
2017
Q4 		$460K Buy
7,273
+3
+0% +$190 0.04% 148
2017
Q3 		$439K Buy
7,270
+3
+0% +$185 0.05% 145
2017
Q2 		$441K Buy
7,267
+3
+0% +$182 0.05% 143
2017
Q1 		$427K Buy
7,264
+3
+0% +$171 0.05% 145
2016
Q4 		$401K Buy
7,261
+3
+0% +$160 0.05% 147
2016
Q3 		$393K Buy
7,258
+4
+0.1% +$226 0.05% 142
2016
Q2 		$435K Buy
7,254
+288
+4% +$16.3K 0.06% 134
2016
Q1 		$406K Buy
6,966
+134
+2% +$7.31K 0.05% 133
2015
Q4 		$349K Buy
6,832
+3
+0% +$153 0.05% 145
2015
Q3 		$346K Buy
6,829
+3
+0% +$145 0.04% 136
2015
Q2 		$310K Buy
6,826
+3
+0% +$145 0.04% 143
2015
Q1 		$345K Sell
6,823
-128
-2% -$6.74K 0.08% 113
2014
Q4 		$372K Buy
6,951
+7
+0.1% +$349 0.1% 111
2014
Q3 		$308K Sell
6,944
-39
-0.6% -$1.75K 0.08% 116
2014
Q2 		$330K Buy
6,983
+144
+2% +$6.6K 0.09% 118
2014
Q1 		$311K Sell
6,839
-99
-1% -$4.32K 0.09% 112
2013
Q4 		$294K Buy
6,938
+115
+2% +$4.83K 0.09% 106
2013
Q3 		$281K Buy
6,823
+8
+0.1% +$338 0.1% 103
2013
Q2 		$286K Buy
+6,815
New +$295K 0.1% 98

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

Grimes & Company's ES Position: Q2 2026 in Review

Grimes & Company reduced its Eversource Energy (ES) stake by 3% in Q2 2026, selling an estimated $8.86K and leaving 4,123 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #383.

Grimes & Company first reported a position in ES in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59M in Q1 2020. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Grimes & Company held 4,123 shares of Eversource Energy worth $298K as of Q2 2026.
  • Grimes & Company sold 128 Eversource Energy shares in Q2 2026, an estimated $8.86K.
  • Eversource Energy made up 0.01% of Grimes & Company's portfolio in Q2 2026, its #383 holding.
  • Grimes & Company first reported a position in Eversource Energy in Q2 2013 and has held it in 53 quarters since.
  • Grimes & Company's Eversource Energy position peaked at $1.59M in Q1 2020.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.