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Nvest Wealth Strategies’s Eversource Energy ES Stock Holding History

Nvest Wealth Strategies’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
-6
Closed -$416 – 381
2026
Q1 		$416 Buy
+6
New +$424 ﹤0.01% 311

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
OTPPB
Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada $15.8B AUM 1.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nvest Wealth Strategies's ES Position: Q2 2026 in Review

Nvest Wealth Strategies sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 6 shares — an estimated $416 sold.

Nvest Wealth Strategies first reported a position in ES in Q1 2026 and held it in 1 quarter. The position peaked at $416 in Q1 2026. 640 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Nvest Wealth Strategies reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Nvest Wealth Strategies sold 6 Eversource Energy shares in Q2 2026, an estimated $416.
  • Nvest Wealth Strategies first reported a position in Eversource Energy in Q1 2026 and held it in 1 quarter.
  • Nvest Wealth Strategies's Eversource Energy position peaked at $416 in Q1 2026.
  • 640 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.