Steel Grove Capital Advisors’s Eversource Energy ES Stock Holding History

Steel Grove Capital Advisors’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	$1.93M	Sell	26,692 -443	-2%	-$30.7K	0.18%	65
2026 Q1	$1.88M	Buy	27,135 +1,923	+8%	+$136K	0.2%	54
2025 Q4	$1.7M	Sell	25,212 -4,458	-15%	-$313K	0.18%	57
2025 Q3	$1.89M	Hold	29,670	–	–	0.22%	57
2025 Q2	$1.89M	Sell	29,670 -278	-0.9%	-$17.1K	0.22%	57
2025 Q1	$1.86M	Buy	29,948 +849	+3%	+$50.7K	0.28%	48
2024 Q4	$1.67M	Sell	29,099 -1,126	-4%	-$70.2K	0.23%	59
2024 Q3	$2.04M	Buy	+30,225	New	+$1.95M	0.29%	41

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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 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

Steel Grove Capital Advisors's ES Position: Q2 2026 in Review

Steel Grove Capital Advisors reduced its Eversource Energy (ES) stake by 1.6% in Q2 2026, selling an estimated $30.7K and leaving 26,692 shares worth $1.93M. The position accounts for 0.18% of the portfolio, ranked #65.

Steel Grove Capital Advisors first reported a position in ES in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.04M in Q3 2024. 517 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Steel Grove Capital Advisors held 26,692 shares of Eversource Energy worth $1.93M as of Q2 2026.
Steel Grove Capital Advisors sold 443 Eversource Energy shares in Q2 2026, an estimated $30.7K.
Eversource Energy made up 0.18% of Steel Grove Capital Advisors's portfolio in Q2 2026, its #65 holding.
Steel Grove Capital Advisors first reported a position in Eversource Energy in Q3 2024 and has held it in 8 quarters since.
Steel Grove Capital Advisors's Eversource Energy position peaked at $2.04M in Q3 2024.
517 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Steel Grove Capital Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.