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Morton Brown Family Wealth’s Eversource Energy ES Stock Holding History

Morton Brown Family Wealth’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 		$506 Buy
+7
New +$485 ﹤0.01% 374
2022
Q3 		– Sell
-47
Closed -$4K – 250
2022
Q2 		$4K Buy
+47
New +$4.18K ﹤0.01% 160

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
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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Brown Family Wealth's ES Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Eversource Energy (ES) in Q2 2026: 7 shares worth $506. The stake represents ﹤0.01% of the portfolio and ranks #374 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in ES as recently as Q2 2022.

Morton Brown Family Wealth first reported a position in ES in Q2 2022 and has held it in 2 quarters since. The position peaked at $4K in Q2 2022. 268 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Morton Brown Family Wealth held 7 shares of Eversource Energy worth $506 as of Q2 2026.
  • Eversource Energy was a new Morton Brown Family Wealth position in Q2 2026.
  • Eversource Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #374 holding.
  • Morton Brown Family Wealth first reported a position in Eversource Energy in Q2 2022 and has held it in 2 quarters since.
  • Morton Brown Family Wealth's Eversource Energy position peaked at $4K in Q2 2022.
  • 268 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.