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MassMutual Private Wealth & Trust’s Eversource Energy ES Stock Holding History

MassMutual Private Wealth & Trust’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 		$113K Sell
1,570
-24
-2% -$1.66K ﹤0.01% 560
2026
Q1 		$110K Sell
1,594
-111
-7% -$7.84K ﹤0.01% 554
2025
Q4 		$115K Buy
1,705
+4
+0.2% +$281 ﹤0.01% 568
2025
Q3 		$121K Sell
1,701
-21
-1% -$1.38K ﹤0.01% 549
2025
Q2 		$110K Sell
1,722
-48
-3% -$2.96K ﹤0.01% 561
2025
Q1 		$110K Buy
1,770
+429
+32% +$25.6K ﹤0.01% 533
2024
Q4 		$77K Buy
1,341
+25
+2% +$1.56K ﹤0.01% 632
2024
Q3 		$89.6K Buy
1,316
+169
+15% +$10.9K ﹤0.01% 549
2024
Q2 		$65K Sell
1,147
-387
-25% -$22.9K ﹤0.01% 592
2024
Q1 		$91.7K Buy
1,534
+760
+98% +$43.7K ﹤0.01% 495
2023
Q4 		$47.8K Sell
774
-88
-10% -$5.07K ﹤0.01% 615
2023
Q3 		$50.1K Buy
862
+647
+301% +$43.1K ﹤0.01% 589
2023
Q2 		$15.2K Sell
215
-156
-42% -$11.6K ﹤0.01% 833
2023
Q1 		$29K Sell
371
-207
-36% -$16.4K ﹤0.01% 631
2022
Q4 		$48K Sell
578
-104
-15% -$8.25K ﹤0.01% 488
2022
Q3 		$53K Sell
682
-53
-7% -$4.67K ﹤0.01% 461
2022
Q2 		$62K Buy
735
+1
+0.1% +$89 ﹤0.01% 438
2022
Q1 		$65K Sell
734
-108
-13% -$9.24K ﹤0.01% 436
2021
Q4 		$77K Buy
842
+19
+2% +$1.63K ﹤0.01% 436
2021
Q3 		$67K Sell
823
-50
-6% -$4.34K ﹤0.01% 442
2021
Q2 		$70K Buy
873
+63
+8% +$5.3K ﹤0.01% 432
2021
Q1 		$70K Buy
810
+18
+2% +$1.53K ﹤0.01% 413
2020
Q4 		$69K Hold
792
– – ﹤0.01% 421
2020
Q3 		$66K Buy
792
+242
+44% +$20.7K ﹤0.01% 397
2020
Q2 		$46K Hold
550
– – ﹤0.01% 414
2020
Q1 		$43K Hold
550
– – ﹤0.01% 379
2019
Q4 		$47K Hold
550
– – ﹤0.01% 436
2019
Q3 		$47K Sell
550
-200
-27% -$15.9K ﹤0.01% 431
2019
Q2 		$57K Buy
750
+200
+36% +$14.6K ﹤0.01% 414
2019
Q1 		$39K Sell
550
-250
-31% -$17.2K ﹤0.01% 451
2018
Q4 		$52K Hold
800
– – ﹤0.01% 407
2018
Q3 		$49.2K Sell
800
-646
-45% -$39.5K ﹤0.01% 423
2018
Q2 		$84.8K Hold
1,446
– – 0.01% 386
2018
Q1 		$85.2K Hold
1,446
– – 0.01% 380
2017
Q4 		$91.4K Hold
1,446
– – 0.01% 397
2017
Q3 		$87.4K Sell
1,446
-100
-6% -$6.17K 0.01% 431
2017
Q2 		$93.9K Buy
+1,546
New +$93.9K 0.01% 393
2016
Q2 		– Sell
-52
Closed -$3.03K – 857
2016
Q1 		$3.03K Sell
52
-37
-42% -$2.02K ﹤0.01% 677
2015
Q4 		$4.54K Buy
+89
New +$4.53K ﹤0.01% 576
2015
Q1 		– Sell
-104
Closed -$5.47K – 745
2014
Q4 		$5.57K Buy
+104
New +$5.19K ﹤0.01% 480

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

MassMutual Private Wealth & Trust's ES Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Eversource Energy (ES) stake by 1.5% in Q2 2026, selling an estimated $1.66K and leaving 1,570 shares worth $113K. The position accounts for ﹤0.01% of the portfolio, ranked #560.

MassMutual Private Wealth & Trust first reported a position in ES in Q4 2014 and has held it in 40 quarters since. The position peaked at $121K in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,570 shares of Eversource Energy worth $113K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 24 Eversource Energy shares in Q2 2026, an estimated $1.66K.
  • Eversource Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #560 holding.
  • MassMutual Private Wealth & Trust first reported a position in Eversource Energy in Q4 2014 and has held it in 40 quarters since.
  • MassMutual Private Wealth & Trust's Eversource Energy position peaked at $121K in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.