Halbert Hargrove Global Advisors
ES icon

Halbert Hargrove Global Advisors’s Eversource Energy ES Stock Holding History

Halbert Hargrove Global Advisors’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
Q3 		– Sell
-2
Closed -$133 – 473
2026
Q2 		$133 Buy
+2
New +$139 ﹤0.01% 695
2025
Q2 		– Sell
-13
Closed -$800 – 421
2025
Q1 		$800 Buy
+13
New +$776 ﹤0.01% 464

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Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's ES Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Eversource Energy (ES) in Q3 2026, closing a stake of 2 shares — an estimated $133 sold.

Halbert Hargrove Global Advisors first reported a position in ES in Q1 2025 and held it in 2 quarters. The position peaked at $800 in Q1 2025. 645 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Eversource Energy position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Eversource Energy shares in Q3 2026, an estimated $133.
  • Halbert Hargrove Global Advisors first reported a position in Eversource Energy in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Eversource Energy position peaked at $800 in Q1 2025.
  • 645 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.