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Morningstar Investment Management’s Eversource Energy ES Stock Holding History

Morningstar Investment Management’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 		$4.15M Hold
59,884
– – 0.26% 92
2026
Q1 		$4.15M Buy
59,884
+4,573
+8% +$323K 0.26% 92
2025
Q4 		$3.72M Hold
55,311
– – 0.22% 108
2025
Q3 		$3.94M Buy
+55,311
New +$3.63M 0.14% 168

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

Morningstar Investment Management's ES Position: Q2 2026 in Review

Morningstar Investment Management held its Eversource Energy (ES) position steady in Q2 2026 at 59,884 shares worth $4.15M. The position accounts for 0.26% of the portfolio, ranked #92.

Morningstar Investment Management first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 332 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Morningstar Investment Management held 59,884 shares of Eversource Energy worth $4.15M as of Q2 2026.
  • Morningstar Investment Management left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.26% of Morningstar Investment Management's portfolio in Q2 2026, its #92 holding.
  • Morningstar Investment Management first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
  • 332 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.