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Patton Fund Management’s Eversource Energy ES Stock Holding History

Patton Fund 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 		– Sell
-3,560
Closed -$247K – 222
2026
Q1 		$247K Buy
3,560
+276
+8% +$19.5K 0.04% 296
2025
Q4 		$221K Sell
3,284
-522
-14% -$36.7K 0.03% 348
2025
Q3 		$271K Hold
3,806
– – 0.05% 179
2025
Q2 		$242K Buy
+3,806
New +$235K 0.05% 229
2023
Q1 		– Sell
-2,533
Closed -$212K – 136
2022
Q4 		$212K Buy
+2,533
New +$201K 0.06% 130

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
AT
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Patton Fund Management's ES Position: Q2 2026 in Review

Patton Fund Management sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 3,560 shares — an estimated $247K sold.

Patton Fund Management first reported a position in ES in Q4 2022 and held it in 5 quarters. The position peaked at $271K in Q3 2025. 217 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Patton Fund Management reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 3,560 Eversource Energy shares in Q2 2026, an estimated $247K.
  • Patton Fund Management first reported a position in Eversource Energy in Q4 2022 and held it in 5 quarters.
  • Patton Fund Management's Eversource Energy position peaked at $271K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.