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Spire Wealth Management’s Eversource Energy ES Stock Holding History

Spire Wealth 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 		$125K Sell
1,728
-2,781
-62% -$193K ﹤0.01% 916
2026
Q1 		$312K Sell
4,509
-2,159
-32% -$153K 0.01% 662
2025
Q4 		$449K Sell
6,668
-1,876
-22% -$132K 0.02% 565
2025
Q3 		$608K Buy
8,544
+4,534
+113% +$297K 0.02% 483
2025
Q2 		$255K Sell
4,010
-4,453
-53% -$274K 0.01% 701
2025
Q1 		$526K Buy
8,463
+4,434
+110% +$265K 0.02% 551
2024
Q4 		$231K Buy
4,029
+965
+31% +$60.1K 0.01% 780
2024
Q3 		$209K Sell
3,064
-2,378
-44% -$154K 0.01% 718
2024
Q2 		$309K Sell
5,442
-462
-8% -$27.4K 0.01% 605
2024
Q1 		$353K Sell
5,904
-103
-2% -$5.92K 0.01% 613
2023
Q4 		$321K Sell
6,007
-50
-0.8% -$2.88K 0.01% 631
2023
Q3 		$352K Buy
6,057
+116
+2% +$7.73K 0.01% 558
2023
Q2 		$421K Sell
5,941
-35
-0.6% -$2.61K 0.02% 535
2023
Q1 		$468K Buy
5,976
+507
+9% +$40K 0.02% 511
2022
Q4 		$459K Buy
5,469
+176
+3% +$14K 0.03% 371
2022
Q3 		$413K Sell
5,293
-588
-10% -$51.8K 0.03% 367
2022
Q2 		$497K Sell
5,881
-4,996
-46% -$444K 0.02% 472
2022
Q1 		$959K Sell
10,877
-465
-4% -$39.8K 0.03% 399
2021
Q4 		$1.03M Buy
11,342
+880
+8% +$75.7K 0.02% 457
2021
Q3 		$855K Hold
10,462
– – 0.02% 446
2021
Q2 		$839K Sell
10,462
-465
-4% -$39.2K 0.02% 473
2021
Q1 		$946K Buy
+10,927
New +$927K 0.03% 460

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

Spire Wealth Management's ES Position: Q2 2026 in Review

Spire Wealth Management reduced its Eversource Energy (ES) stake by 62% in Q2 2026, selling an estimated $193K and leaving 1,728 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Spire Wealth Management first reported a position in ES in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.03M in Q4 2021. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Spire Wealth Management held 1,728 shares of Eversource Energy worth $125K as of Q2 2026.
  • Spire Wealth Management sold 2,781 Eversource Energy shares in Q2 2026, an estimated $193K.
  • Eversource Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #916 holding.
  • Spire Wealth Management first reported a position in Eversource Energy in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Eversource Energy position peaked at $1.03M in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.