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Patriot Financial Group Insurance Agency’s Eversource Energy ES Stock Holding History

Patriot Financial Group Insurance Agency’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 		$297K Sell
4,111
-30,211
-88% -$2.09M 0.03% 390
2026
Q1 		$2.38M Buy
34,322
+24,462
+248% +$1.73M 0.13% 186
2025
Q4 		$664K Buy
9,860
+18
+0.2% +$1.26K 0.08% 256
2025
Q3 		$700K Sell
9,842
-245
-2% -$16.1K 0.09% 236
2025
Q2 		$642K Buy
10,087
+68
+0.7% +$4.19K 0.07% 272
2025
Q1 		$622K Buy
10,019
+8
+0.1% +$477 0.08% 257
2024
Q4 		$575K Sell
10,011
-38
-0.4% -$2.37K 0.08% 263
2024
Q3 		$684K Buy
10,049
+918
+10% +$59.3K 0.09% 237
2024
Q2 		$518K Sell
9,131
-231
-2% -$13.7K 0.08% 268
2024
Q1 		$560K Sell
9,362
-11
-0.1% -$632 0.09% 252
2023
Q4 		$579K Sell
9,373
-196
-2% -$11.3K 0.11% 213
2023
Q3 		$556K Buy
9,569
+40
+0.4% +$2.67K 0.12% 212
2023
Q2 		$676K Buy
9,529
+30
+0.3% +$2.23K 0.13% 189
2023
Q1 		$743K Buy
9,499
+16
+0.2% +$1.26K 0.15% 158
2022
Q4 		$795K Buy
9,483
+42
+0.4% +$3.33K 0.11% 140
2022
Q3 		$736K Sell
9,441
-443
-4% -$39K 0.18% 142
2022
Q2 		$835K Buy
9,884
+14
+0.1% +$1.24K 0.17% 134
2022
Q1 		$871K Buy
9,870
+76
+0.8% +$6.5K 0.16% 143
2021
Q4 		$891K Sell
9,794
-425
-4% -$36.6K 0.15% 145
2021
Q3 		$836K Sell
10,219
-16
-0.2% -$1.39K 0.15% 149
2021
Q2 		$821K Sell
10,235
-3,371
-25% -$284K 0.15% 151
2021
Q1 		$1.18M Buy
13,606
+3,622
+36% +$307K 0.27% 84
2020
Q4 		$864K Buy
9,984
+591
+6% +$52.6K 0.22% 107
2020
Q3 		$785K Buy
9,393
+84
+0.9% +$7.19K 0.26% 87
2020
Q2 		$775K Buy
9,309
+135
+1% +$11.2K 0.3% 80
2020
Q1 		$717K Buy
9,174
+99
+1% +$8.69K 0.33% 66
2019
Q4 		$772K Buy
9,075
+494
+6% +$41.1K 0.29% 66
2019
Q3 		$733K Buy
8,581
+6,212
+262% +$494K 0.33% 58
2019
Q2 		$182K Sell
2,369
-28
-1% -$2.05K 0.08% 211
2019
Q1 		$170K Buy
2,397
+52
+2% +$3.58K 0.09% 187
2018
Q4 		$153K Sell
2,345
-534
-19% -$34.8K 0.1% 158
2018
Q3 		$177K Buy
2,879
+1,618
+128% +$99K 0.11% 133
2018
Q2 		$74K Sell
1,261
-1,155
-48% -$66.5K 0.08% 145
2018
Q1 		$142K Buy
2,416
+328
+16% +$19.4K 0.11% 172
2017
Q4 		$130K Hold
2,088
– – 0.1% 174
2017
Q3 		$126K Hold
2,088
– – 0.11% 150
2017
Q2 		$125K Hold
2,088
– – 0.13% 139
2017
Q1 		$124K Hold
2,088
– – 0.13% 130
2016
Q4 		$115K Buy
+2,088
New +$112K 0.16% 129

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Patriot Financial Group Insurance Agency's ES Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Eversource Energy (ES) stake by 88% in Q2 2026, selling an estimated $2.09M and leaving 4,111 shares worth $297K. The position accounts for 0.03% of the portfolio, ranked #390.

Patriot Financial Group Insurance Agency first reported a position in ES in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.38M in Q1 2026. 505 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,111 shares of Eversource Energy worth $297K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 30,211 Eversource Energy shares in Q2 2026, an estimated $2.09M.
  • Eversource Energy made up 0.03% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #390 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Eversource Energy in Q4 2016 and has held it in 39 quarters since.
  • Patriot Financial Group Insurance Agency's Eversource Energy position peaked at $2.38M in Q1 2026.
  • 505 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.