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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
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

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
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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Halbert Hargrove Global Advisors's ES Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Eversource Energy (ES) in Q2 2026: 2 shares worth $133. The stake represents ﹤0.01% of the portfolio and ranks #695 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in ES as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in ES in Q1 2025 and has held it in 2 quarters since. The position peaked at $800 in Q1 2025. 237 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Eversource Energy worth $133 as of Q2 2026.
  • Eversource Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #695 holding.
  • Halbert Hargrove Global Advisors first reported a position in Eversource Energy in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Eversource Energy position peaked at $800 in Q1 2025.
  • 237 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.