Midwest Trust’s Eversource Energy ES Stock Holding History

Midwest 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	–	Sell	-3,217	Closed	-$223K	–	614
2026 Q1	$223K	Buy	3,217 +138	+4%	+$9.75K	﹤0.01%	560
2025 Q4	$207K	Sell	3,079 -14	-0.5%	-$983	﹤0.01%	577
2025 Q3	$220K	Buy	+3,093	New	+$203K	﹤0.01%	561

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Midwest Trust's ES Position: Q2 2026 in Review

Midwest Trust sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 3,217 shares — an estimated $223K sold.

Midwest Trust first reported a position in ES in Q3 2025 and held it in 3 quarters. The position peaked at $223K in Q1 2026. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Midwest Trust reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
Midwest Trust sold 3,217 Eversource Energy shares in Q2 2026, an estimated $223K.
Midwest Trust first reported a position in Eversource Energy in Q3 2025 and held it in 3 quarters.
Midwest Trust's Eversource Energy position peaked at $223K in Q1 2026.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.