Patrick M. Sweeney & Associates
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Patrick M. Sweeney & Associates’s Eversource Energy ES Stock Holding History

Patrick M. Sweeney & Associates’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
Q3 		$322K Buy
5,022
+107
+2% +$7.62K 0.18% 127
2026
Q2 		$355K Buy
4,915
+252
+5% +$17.5K 0.2% 119
2026
Q1 		$323K Buy
4,663
+78
+2% +$5.51K 0.21% 120
2025
Q4 		$309K Buy
4,585
+322
+8% +$22.6K 0.19% 121
2025
Q3 		$303K Buy
4,263
+197
+5% +$12.9K 0.2% 120
2025
Q2 		$262K Buy
4,066
+212
+6% +$13.1K 0.18% 134
2025
Q1 		$239K Buy
+3,854
New +$230K 0.18% 135
2024
Q4 		– Sell
-3,174
Closed -$216K – 149
2024
Q3 		$216K Buy
+3,174
New +$205K 0.16% 141

Other funds holding ES

ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Patrick M. Sweeney & Associates's ES Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Eversource Energy (ES) stake by 2.2% in Q3 2026, buying an estimated $7.62K and bringing the position to 5,022 shares worth $322K. The position accounts for 0.18% of the portfolio, ranked #127.

Patrick M. Sweeney & Associates first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q2 2026. 368 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Patrick M. Sweeney & Associates held 5,022 shares of Eversource Energy worth $322K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 107 Eversource Energy shares in Q3 2026, an estimated $7.62K.
  • Eversource Energy made up 0.18% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #127 holding.
  • Patrick M. Sweeney & Associates first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
  • Patrick M. Sweeney & Associates's Eversource Energy position peaked at $355K in Q2 2026.
  • 368 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.