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PFG Investments’s Eversource Energy ES Stock Holding History

PFG Investments’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 		$1.33M Sell
18,470
-7
-0% -$485 0.05% 322
2026
Q1 		$1.28M Buy
18,477
+30
+0.2% +$2.12K 0.06% 298
2025
Q4 		$1.24M Buy
18,447
+33
+0.2% +$2.32K 0.06% 286
2025
Q3 		$1.31M Buy
18,414
+28
+0.2% +$1.84K 0.07% 263
2025
Q2 		$1.17M Sell
18,386
-184
-1% -$11.3K 0.07% 259
2025
Q1 		$1.15M Buy
18,570
+622
+3% +$37.1K 0.07% 266
2024
Q4 		$1.03M Buy
17,948
+1,161
+7% +$72.4K 0.06% 286
2024
Q3 		$1.14M Buy
16,787
+1
+0% +$65 0.07% 259
2024
Q2 		$952K Sell
16,786
-1,804
-10% -$107K 0.07% 280
2024
Q1 		$1.11M Buy
+18,590
New +$1.07M 0.07% 309
2023
Q3 		– Sell
-2,849
Closed -$202K – 521
2023
Q2 		$202K Buy
2,849
+6
+0.2% +$447 0.04% 464
2023
Q1 		$222K Buy
+2,843
New +$225K 0.05% 415

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
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
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFG Investments's ES Position: Q2 2026 in Review

PFG Investments reduced its Eversource Energy (ES) stake by 0.04% in Q2 2026, selling an estimated $485 and leaving 18,470 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #322.

PFG Investments first reported a position in ES in Q1 2023 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • PFG Investments held 18,470 shares of Eversource Energy worth $1.33M as of Q2 2026.
  • PFG Investments sold 7 Eversource Energy shares in Q2 2026, an estimated $485.
  • Eversource Energy made up 0.05% of PFG Investments's portfolio in Q2 2026, its #322 holding.
  • PFG Investments first reported a position in Eversource Energy in Q1 2023 and has held it in 12 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.