NorthCrest Asset Manangement’s Eversource Energy ES Stock Holding History

NorthCrest Asset Manangement’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	$1.77M	Buy	23,953 +14,527	+154%	+$1.01M	0.05%	261
2026 Q1	$655K	Buy	9,426 +1,851	+24%	+$131K	0.02%	405
2025 Q4	$508K	Buy	7,575 +1,553	+26%	+$109K	0.01%	536
2025 Q3	$439K	Buy	+6,022	New	+$395K	0.01%	533

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

NorthCrest Asset Manangement's ES Position: Q2 2026 in Review

NorthCrest Asset Manangement increased its Eversource Energy (ES) stake by 154% in Q2 2026, buying an estimated $1.01M and bringing the position to 23,953 shares worth $1.77M. The position accounts for 0.05% of the portfolio, ranked #261.

NorthCrest Asset Manangement first reported a position in ES in Q3 2025 and has held it in 4 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

NorthCrest Asset Manangement held 23,953 shares of Eversource Energy worth $1.77M as of Q2 2026.
NorthCrest Asset Manangement bought 14,527 Eversource Energy shares in Q2 2026, an estimated $1.01M.
Eversource Energy made up 0.05% of NorthCrest Asset Manangement's portfolio in Q2 2026, its #261 holding.
NorthCrest Asset Manangement first reported a position in Eversource Energy in Q3 2025 and has held it in 4 quarters since.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on NorthCrest Asset Manangement's 13F filing for Q2 2026, filed 15 Jul 2026.