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Harbor Investment Advisory’s Eversource Energy ES Stock Holding History

Harbor Investment Advisory’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
-10
Closed -$693 – 1335
2026
Q1 		$693 Sell
10
-115
-92% -$8.13K ﹤0.01% 1163
2025
Q4 		$8.42K Buy
125
+10
+9% +$702 ﹤0.01% 970
2025
Q3 		$8.18K Hold
115
– – ﹤0.01% 934
2025
Q2 		$7.32K Hold
115
– – ﹤0.01% 940
2025
Q1 		$7.14K Hold
115
– – ﹤0.01% 930
2024
Q4 		$6.6K Hold
115
– – ﹤0.01% 939
2024
Q3 		$7.83K Sell
115
-3
-3% -$194 ﹤0.01% 915
2024
Q2 		$6.69K Buy
118
+3
+3% +$178 ﹤0.01% 929
2024
Q1 		$6.87K Hold
115
– – ﹤0.01% 925
2023
Q4 		$7.1K Buy
+115
New +$6.63K ﹤0.01% 885
2022
Q4 		– Sell
-12
Closed -$1K – 1345
2022
Q3 		$1K Hold
12
– – ﹤0.01% 1271
2022
Q2 		$1K Hold
12
– – ﹤0.01% 1289
2022
Q1 		$1K Hold
12
– – ﹤0.01% 1290
2021
Q4 		$1K Hold
12
– – ﹤0.01% 1261
2021
Q3 		$1K Hold
12
– – ﹤0.01% 1268
2021
Q2 		$1K Hold
12
– – ﹤0.01% 1216
2021
Q1 		$1K Hold
12
– – ﹤0.01% 1211
2020
Q4 		$1K Hold
12
– – ﹤0.01% 1149
2020
Q3 		$1K Hold
12
– – ﹤0.01% 1074
2020
Q2 		$1K Buy
+12
New +$994 ﹤0.01% 1061

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

Harbor Investment Advisory's ES Position: Q2 2026 in Review

Harbor Investment Advisory sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 10 shares — an estimated $693 sold.

Harbor Investment Advisory first reported a position in ES in Q2 2020 and held it in 20 quarters. The position peaked at $8.42K in Q4 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Harbor Investment Advisory reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Harbor Investment Advisory sold 10 Eversource Energy shares in Q2 2026, an estimated $693.
  • Harbor Investment Advisory first reported a position in Eversource Energy in Q2 2020 and held it in 20 quarters.
  • Harbor Investment Advisory's Eversource Energy position peaked at $8.42K in Q4 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.