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Holos Integrated Wealth’s Eversource Energy ES Stock Holding History

Holos Integrated Wealth’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 		$93.4K Hold
1,249
– – 0.04% 124
2026
Q1 		$86.8K Hold
1,249
– – 0.04% 128
2025
Q4 		$85K Hold
1,249
– – 0.05% 100
2025
Q3 		$90.4K Hold
1,249
– – 0.05% 92
2025
Q2 		$81.2K Hold
1,249
– – 0.05% 97
2025
Q1 		$77.6K Hold
1,249
– – 0.05% 94
2024
Q4 		$71.7K Buy
+1,249
New +$77.8K 0.05% 93

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

Holos Integrated Wealth's ES Position: Q2 2026 in Review

Holos Integrated Wealth held its Eversource Energy (ES) position steady in Q2 2026 at 1,249 shares worth $93.4K. The position accounts for 0.04% of the portfolio, ranked #124.

Holos Integrated Wealth first reported a position in ES in Q4 2024 and has held it in 7 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Holos Integrated Wealth held 1,249 shares of Eversource Energy worth $93.4K as of Q2 2026.
  • Holos Integrated Wealth left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.04% of Holos Integrated Wealth's portfolio in Q2 2026, its #124 holding.
  • Holos Integrated Wealth first reported a position in Eversource Energy in Q4 2024 and has held it in 7 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.