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Mondrian Investment Partners’s Eversource Energy ES Stock Holding History

Mondrian Investment Partners’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 		$1.96M Sell
27,101
-2,052
-7% -$142K 0.03% 51
2026
Q1 		$2.02M Buy
29,153
+1,577
+6% +$111K 0.03% 51
2025
Q4 		$1.86M Buy
27,576
+603
+2% +$42.3K 0.03% 55
2025
Q3 		$1.92M Buy
+26,973
New +$1.77M 0.03% 54
2025
Q1 		$1.95M Sell
31,393
-2,666
-8% -$159K 0.03% 58
2024
Q4 		$1.96M Sell
34,059
-1,117
-3% -$69.6K 0.03% 61
2024
Q3 		$2.39M Sell
35,176
-478
-1% -$30.9K 0.04% 59
2024
Q2 		$2.31M Buy
35,654
+3,425
+11% +$203K 0.04% 58
2024
Q1 		$1.93M Buy
32,229
+18,062
+127% +$1.04M 0.03% 59
2023
Q4 		$874K Buy
14,167
+455
+3% +$26.2K 0.01% 58
2023
Q3 		$797K Buy
13,712
+2,089
+18% +$139K 0.02% 54
2023
Q2 		$824K Buy
11,623
+2,848
+32% +$212K 0.02% 53
2023
Q1 		$687K Buy
8,775
+1,239
+16% +$97.9K 0.02% 49
2022
Q4 		$632K Buy
7,536
+1,475
+24% +$117K 0.01% 51
2022
Q3 		$473K Buy
6,061
+1,940
+47% +$171K 0.01% 55
2022
Q2 		$348K Sell
4,121
-396
-9% -$35.2K 0.01% 55
2022
Q1 		$398K Buy
4,517
+672
+17% +$57.5K 0.01% 52
2021
Q4 		$350K Buy
3,845
+955
+33% +$82.1K 0.01% 103
2021
Q3 		$236K Buy
+2,890
New +$251K ﹤0.01% 99
2019
Q2 		– Sell
-724
Closed -$51K – 128
2019
Q1 		$51K Hold
724
– – ﹤0.01% 95
2018
Q4 		$47K Buy
+724
New +$47.2K ﹤0.01% 95

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mondrian Investment Partners's ES Position: Q2 2026 in Review

Mondrian Investment Partners reduced its Eversource Energy (ES) stake by 7% in Q2 2026, selling an estimated $142K and leaving 27,101 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #51.

Mondrian Investment Partners first reported a position in ES in Q4 2018 and has held it in 21 quarters since. The position peaked at $2.39M in Q3 2024. 1,124 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Mondrian Investment Partners held 27,101 shares of Eversource Energy worth $1.96M as of Q2 2026.
  • Mondrian Investment Partners sold 2,052 Eversource Energy shares in Q2 2026, an estimated $142K.
  • Eversource Energy made up 0.03% of Mondrian Investment Partners's portfolio in Q2 2026, its #51 holding.
  • Mondrian Investment Partners first reported a position in Eversource Energy in Q4 2018 and has held it in 21 quarters since.
  • Mondrian Investment Partners's Eversource Energy position peaked at $2.39M in Q3 2024.
  • 1,124 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Mondrian Investment Partners's 13F filing for Q2 2026, filed 30 Jul 2026.