Optas LLC’s Eversource Energy ES Stock Holding History

Optas 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	$276K	Buy	3,816 +101	+3%	+$6.99K	0.04%	345
2026 Q1	$257K	Buy	+3,715	New	+$263K	0.04%	357
2025 Q4	–	Sell	-4,159	Closed	-$296K	–	475
2025 Q3	$296K	Buy	+4,159	New	+$273K	0.05%	259
2021 Q2	–	Sell	-2,663	Closed	-$230K	–	151
2021 Q1	$230K	Sell	2,663 -242	-8%	-$20.5K	0.07%	123
2020 Q4	$251K	Sell	2,905 -2,827	-49%	-$252K	0.08%	115
2020 Q3	$478K	Buy	5,732 +3,031	+112%	+$259K	0.15%	93
2020 Q2	$225K	Buy	+2,701	New	+$224K	0.09%	114

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Optas LLC's ES Position: Q2 2026 in Review

Optas LLC increased its Eversource Energy (ES) stake by 2.7% in Q2 2026, buying an estimated $6.99K and bringing the position to 3,816 shares worth $276K. The position accounts for 0.04% of the portfolio, ranked #345.

Optas LLC first reported a position in ES in Q2 2020 and has held it in 7 quarters since. The position peaked at $478K in Q3 2020. 279 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Optas LLC held 3,816 shares of Eversource Energy worth $276K as of Q2 2026.
Optas LLC bought 101 Eversource Energy shares in Q2 2026, an estimated $6.99K.
Eversource Energy made up 0.04% of Optas LLC's portfolio in Q2 2026, its #345 holding.
Optas LLC first reported a position in Eversource Energy in Q2 2020 and has held it in 7 quarters since.
Optas LLC's Eversource Energy position peaked at $478K in Q3 2020.
279 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

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