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LRI Investments’s Eversource Energy ES Stock Holding History

LRI Investments’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 		$19.2K Sell
265
-7
-3% -$485 ﹤0.01% 777
2026
Q1 		$18.8K Buy
272
+141
+108% +$9.96K ﹤0.01% 713
2025
Q4 		$8.82K Hold
131
– – ﹤0.01% 906
2025
Q3 		$9.32K Hold
131
– – ﹤0.01% 891
2025
Q2 		$8.33K Hold
131
– – ﹤0.01% 882
2025
Q1 		$8.14K Hold
131
– – ﹤0.01% 832
2024
Q4 		$7.52K Hold
131
– – ﹤0.01% 831
2024
Q3 		$8.05K Sell
131
-49
-27% -$3.17K ﹤0.01% 821
2024
Q2 		$10.2K Hold
180
– – ﹤0.01% 743
2024
Q1 		$10.8K Buy
+180
New +$10.3K ﹤0.01% 492

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

LRI Investments's ES Position: Q2 2026 in Review

LRI Investments reduced its Eversource Energy (ES) stake by 2.6% in Q2 2026, selling an estimated $485 and leaving 265 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

LRI Investments first reported a position in ES in Q1 2024 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • LRI Investments held 265 shares of Eversource Energy worth $19.2K as of Q2 2026.
  • LRI Investments sold 7 Eversource Energy shares in Q2 2026, an estimated $485.
  • Eversource Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #777 holding.
  • LRI Investments first reported a position in Eversource Energy in Q1 2024 and has held it in 10 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.