Sterling Capital Management’s Eversource Energy ES Stock Holding History

Sterling Capital 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	$821K	Sell	11,355 -2,564	-18%	-$178K	0.01%	622
2026 Q1	$964K	Sell	13,919 -12,792	-48%	-$904K	0.02%	515
2025 Q4	$1.8M	Sell	26,711 -695	-3%	-$48.8K	0.03%	433
2025 Q3	$1.95M	Sell	27,406 -1,741	-6%	-$114K	0.03%	407
2025 Q2	$1.85M	Buy	29,147 +4,056	+16%	+$250K	0.03%	414
2025 Q1	$1.56M	Buy	25,091 +3,785	+18%	+$226K	0.02%	444
2024 Q4	$1.22M	Buy	21,306 +7,875	+59%	+$491K	0.02%	580
2024 Q3	$914K	Buy	+13,431	New	+$868K	0.01%	626
2018 Q1	–	Sell	-3,532	Closed	-$223K	–	859
2017 Q4	$223K	Hold	3,532	–	–	﹤0.01%	840
2017 Q3	$213K	Hold	3,532	–	–	﹤0.01%	878
2017 Q2	$214K	Sell	3,532 -251	-7%	-$15.2K	﹤0.01%	885
2017 Q1	$222K	Buy	3,783 +136	+4%	+$7.73K	﹤0.01%	903
2016 Q4	$201K	Buy	+3,647	New	+$195K	﹤0.01%	905
2016 Q3	–	Sell	-3,647	Closed	-$218K	–	922
2016 Q2	$218K	Hold	3,647	–	–	﹤0.01%	869
2016 Q1	$213K	Sell	3,647 -937	-20%	-$51.1K	﹤0.01%	858
2015 Q4	$234K	Buy	4,584 +330	+8%	+$16.8K	﹤0.01%	914
2015 Q3	$215K	Buy	+4,254	New	+$205K	﹤0.01%	913

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sterling Capital Management's ES Position: Q2 2026 in Review

Sterling Capital Management reduced its Eversource Energy (ES) stake by 18% in Q2 2026, selling an estimated $178K and leaving 11,355 shares worth $821K. The position accounts for 0.01% of the portfolio, ranked #622.

Sterling Capital Management first reported a position in ES in Q3 2015 and has held it in 17 quarters since. The position peaked at $1.95M in Q3 2025. 1,123 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Sterling Capital Management held 11,355 shares of Eversource Energy worth $821K as of Q2 2026.
Sterling Capital Management sold 2,564 Eversource Energy shares in Q2 2026, an estimated $178K.
Eversource Energy made up 0.01% of Sterling Capital Management's portfolio in Q2 2026, its #622 holding.
Sterling Capital Management first reported a position in Eversource Energy in Q3 2015 and has held it in 17 quarters since.
Sterling Capital Management's Eversource Energy position peaked at $1.95M in Q3 2025.
1,123 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.