OTL
ES icon

Oak Thistle LLC’s Eversource Energy ES Stock Holding History

Oak Thistle LLC’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
-20,501
Closed -$1.42M – 525
2026
Q1 		$1.42M Buy
20,501
+10,434
+104% +$737K 0.14% 282
2025
Q4 		$678K Buy
+10,067
New +$707K 0.09% 393
2025
Q3 		– Sell
-24,962
Closed -$1.59M – 517
2025
Q2 		$1.59M Buy
24,962
+9,046
+57% +$557K 0.23% 155
2025
Q1 		$989K Buy
15,916
+9,045
+132% +$540K 0.2% 190
2024
Q4 		$395K Buy
+6,871
New +$428K 0.12% 291
2024
Q3 		– Sell
-4,373
Closed -$248K – 444
2024
Q2 		$248K Sell
4,373
-2,237
-34% -$133K 0.18% 254
2024
Q1 		$395K Sell
6,610
-4,840
-42% -$278K 0.35% 121
2023
Q4 		$707K Buy
+11,450
New +$660K 0.2% 206
2022
Q3 		– Sell
-5,444
Closed -$460K – 150
2022
Q2 		$460K Buy
5,444
+2,185
+67% +$194K 0.89% 13
2022
Q1 		$288K Sell
3,259
-1,198
-27% -$102K 0.15% 273
2021
Q4 		$406K Buy
+4,457
New +$383K 0.31% 138

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

Oak Thistle LLC's ES Position: Q2 2026 in Review

Oak Thistle LLC sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 20,501 shares — an estimated $1.42M sold.

Oak Thistle LLC first reported a position in ES in Q4 2021 and held it in 11 quarters. The position peaked at $1.59M in Q2 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Oak Thistle LLC reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 20,501 Eversource Energy shares in Q2 2026, an estimated $1.42M.
  • Oak Thistle LLC first reported a position in Eversource Energy in Q4 2021 and held it in 11 quarters.
  • Oak Thistle LLC's Eversource Energy position peaked at $1.59M in Q2 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.