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Slagle Financial’s Eversource Energy ES Stock Holding History

Slagle Financial’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 		$3.44M Buy
+47,641
New +$3.3M 1.03% 42
2025
Q2 		– Sell
-91,019
Closed -$5.65M – 117
2025
Q1 		$5.65M Buy
91,019
+3,118
+4% +$186K 2.51% 7
2024
Q4 		$5.05M Buy
87,901
+14,882
+20% +$928K 2.27% 10
2024
Q3 		$4.97M Buy
73,019
+6,152
+9% +$398K 2.21% 11
2024
Q2 		$3.79M Buy
+66,867
New +$3.96M 1.94% 10

Other funds holding ES

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Slagle Financial's ES Position: Q2 2026 in Review

Slagle Financial opened a new position in Eversource Energy (ES) in Q2 2026: 47,641 shares worth $3.44M. The stake represents 1.03% of the portfolio and ranks #42 among its holdings. This is a return to the name: Slagle Financial previously reported a position in ES as recently as Q1 2025.

Slagle Financial first reported a position in ES in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.65M in Q1 2025. 457 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Slagle Financial held 47,641 shares of Eversource Energy worth $3.44M as of Q2 2026.
  • Eversource Energy was a new Slagle Financial position in Q2 2026.
  • Eversource Energy made up 1.03% of Slagle Financial's portfolio in Q2 2026, its #42 holding.
  • Slagle Financial first reported a position in Eversource Energy in Q2 2024 and has held it in 5 quarters since.
  • Slagle Financial's Eversource Energy position peaked at $5.65M in Q1 2025.
  • 457 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Slagle Financial's 13F filing for Q2 2026, filed 29 Jul 2026.