PFBT
ES icon

Parkside Financial Bank & Trust’s Eversource Energy ES Stock Holding History

Parkside Financial Bank & Trust’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
Q1 		$150K Sell
2,168
-535
-20% -$37.8K 0.01% 539
2025
Q4 		$182K Buy
2,703
+393
+17% +$27.6K 0.01% 482
2025
Q3 		$164K Buy
2,310
+707
+44% +$46.4K 0.01% 498
2025
Q2 		$102K Sell
1,603
-301
-16% -$18.6K 0.01% 655
2025
Q1 		$118K Sell
1,904
-87
-4% -$5.19K 0.02% 522
2024
Q4 		$114K Buy
1,991
+36
+2% +$2.24K 0.02% 528
2024
Q3 		$133K Buy
1,955
+17
+0.9% +$1.1K 0.02% 469
2024
Q2 		$110K Buy
1,938
+412
+27% +$24.4K 0.02% 492
2024
Q1 		$91.2K Buy
1,526
+20
+1% +$1.15K 0.01% 559
2023
Q4 		$93K Buy
1,506
+375
+33% +$21.6K 0.02% 506
2023
Q3 		$65.8K Buy
1,131
+522
+86% +$34.8K 0.02% 534
2023
Q2 		$43.2K Sell
609
-20
-3% -$1.49K 0.01% 665
2023
Q1 		$49.2K Buy
629
+44
+8% +$3.48K 0.01% 600
2022
Q4 		$49K Buy
585
+184
+46% +$14.6K 0.01% 577
2022
Q3 		$31K Buy
401
+9
+2% +$793 0.01% 651
2022
Q2 		$33K Buy
392
+1
+0.3% +$89 0.01% 650
2022
Q1 		$34K Buy
391
+71
+22% +$6.07K 0.01% 668
2021
Q4 		$29K Hold
320
– – 0.01% 690
2021
Q3 		$26K Buy
320
+30
+10% +$2.6K 0.01% 697
2021
Q2 		$23K Buy
290
+23
+9% +$1.94K 0.01% 731
2021
Q1 		$23K Buy
267
+4
+2% +$340 0.01% 724
2020
Q4 		$23K Hold
263
– – 0.01% 677
2020
Q3 		$22K Sell
263
-10
-4% -$856 0.01% 618
2020
Q2 		$23K Buy
273
+3
+1% +$248 0.01% 601
2020
Q1 		$21K Sell
270
-602
-69% -$52.8K 0.01% 555
2019
Q4 		$74K Buy
872
+28
+3% +$2.33K 0.02% 350
2019
Q3 		$72K Hold
844
– – 0.02% 334
2019
Q2 		$64K Buy
844
+34
+4% +$2.49K 0.02% 347
2019
Q1 		$58K Buy
810
+40
+5% +$2.75K 0.02% 350
2018
Q4 		$51K Buy
770
+3
+0.4% +$195 0.02% 353
2018
Q3 		$48K Sell
767
-14
-2% -$857 0.02% 373
2018
Q2 		$46K Sell
781
-424
-35% -$24.4K 0.02% 375
2018
Q1 		$71K Buy
1,205
+23
+2% +$1.36K 0.03% 284
2017
Q4 		$74K Hold
1,182
– – 0.03% 283
2017
Q3 		$71K Hold
1,182
– – 0.03% 273
2017
Q2 		$72K Buy
1,182
+1,077
+1,026% +$65.4K 0.03% 257
2017
Q1 		$6K Sell
105
-266
-72% -$15.1K ﹤0.01% 789
2016
Q4 		$21K Sell
371
-949
-72% -$50.7K 0.01% 529
2016
Q3 		$72K Buy
1,320
+9
+0.7% +$508 0.03% 293
2016
Q2 		$79K Hold
1,311
– – 0.04% 254
2016
Q1 		$77K Buy
1,311
+299
+30% +$16.3K 0.04% 255
2015
Q4 		$52K Hold
1,012
– – 0.03% 316
2015
Q3 		$52K Buy
+1,012
New +$48.8K 0.03% 304

Other funds holding ES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parkside Financial Bank & Trust's ES Position: Q1 2026 in Review

Parkside Financial Bank & Trust reduced its Eversource Energy (ES) stake by 20% in Q1 2026, selling an estimated $37.8K and leaving 2,168 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #539.

Parkside Financial Bank & Trust first reported a position in ES in Q3 2015 and has held it in 43 quarters since. The position peaked at $182K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Parkside Financial Bank & Trust held 2,168 shares of Eversource Energy worth $150K as of Q1 2026.
  • Parkside Financial Bank & Trust sold 535 Eversource Energy shares in Q1 2026, an estimated $37.8K.
  • Eversource Energy made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #539 holding.
  • Parkside Financial Bank & Trust first reported a position in Eversource Energy in Q3 2015 and has held it in 43 quarters since.
  • Parkside Financial Bank & Trust's Eversource Energy position peaked at $182K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.