Old North State Wealth Management’s Eversource Energy ES Stock Holding History

Old North State Wealth 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	$535K	Buy	7,399 +761	+11%	+$52.7K	0.23%	75
2026 Q1	$460K	Buy	6,638 +226	+4%	+$16K	0.21%	75
2025 Q4	$432K	Sell	6,412 -463	-7%	-$32.5K	0.2%	80
2025 Q3	$489K	Sell	6,875 -201	-3%	-$13.2K	0.23%	76
2025 Q2	$451K	Buy	7,076 +263	+4%	+$16.2K	0.23%	77
2025 Q1	$424K	Buy	6,813 +1,761	+35%	+$105K	0.24%	72
2024 Q4	$291K	Buy	5,052 +724	+17%	+$45.1K	0.16%	89
2024 Q3	$295K	Buy	4,328 +557	+15%	+$36K	0.17%	87
2024 Q2	$214K	Buy	+3,771	New	+$224K	0.14%	93

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

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

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Old North State Wealth Management's ES Position: Q2 2026 in Review

Old North State Wealth Management increased its Eversource Energy (ES) stake by 11% in Q2 2026, buying an estimated $52.7K and bringing the position to 7,399 shares worth $535K. The position accounts for 0.23% of the portfolio, ranked #75.

Old North State Wealth Management first reported a position in ES in Q2 2024 and has held it in 9 quarters since. 217 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Old North State Wealth Management held 7,399 shares of Eversource Energy worth $535K as of Q2 2026.
Old North State Wealth Management bought 761 Eversource Energy shares in Q2 2026, an estimated $52.7K.
Eversource Energy made up 0.23% of Old North State Wealth Management's portfolio in Q2 2026, its #75 holding.
Old North State Wealth Management first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
217 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.