SIC
ES icon

Sterling Investment Counsel’s Eversource Energy ES Stock Holding History

Sterling Investment Counsel’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 		$329K Sell
4,549
-43
-0.9% -$2.98K 0.08% 144
2026
Q1 		$318K Buy
4,592
+442
+11% +$31.2K 0.09% 139
2025
Q4 		$238K Buy
+4,150
New +$291K 0.07% 158
2025
Q3 		– Sell
-3,860
Closed -$246K – 141
2025
Q2 		$246K Sell
3,860
-240
-6% -$14.8K 0.14% 119
2025
Q1 		$255K Buy
4,100
+190
+5% +$11.3K 0.09% 144
2024
Q4 		$225K Hold
3,910
– – 0.15% 110
2024
Q3 		$266K Hold
3,910
– – 0.09% 135
2024
Q2 		$222K Sell
3,910
-457
-10% -$27.1K 0.09% 147
2024
Q1 		$261K Buy
4,367
+240
+6% +$13.8K 0.12% 135
2023
Q4 		$255K Sell
4,127
-845
-17% -$48.7K 0.13% 129
2023
Q3 		$289K Buy
4,972
+360
+8% +$24K 0.17% 109
2023
Q2 		$327K Hold
4,612
– – 0.18% 106
2023
Q1 		$361K Sell
4,612
-540
-10% -$42.7K 0.21% 92
2022
Q4 		$432K Hold
5,152
– – 0.27% 73
2022
Q3 		$401K Hold
5,152
– – 0.29% 65
2022
Q2 		$434K Hold
5,152
– – 0.33% 71
2022
Q1 		$454K Sell
5,152
-300
-6% -$25.7K 0.31% 75
2021
Q4 		$496K Buy
+5,452
New +$469K 0.34% 68

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

Sterling Investment Counsel's ES Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Eversource Energy (ES) stake by 0.94% in Q2 2026, selling an estimated $2.98K and leaving 4,549 shares worth $329K. The position accounts for 0.08% of the portfolio, ranked #144.

Sterling Investment Counsel first reported a position in ES in Q4 2021 and has held it in 18 quarters since. The position peaked at $496K in Q4 2021. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Sterling Investment Counsel held 4,549 shares of Eversource Energy worth $329K as of Q2 2026.
  • Sterling Investment Counsel sold 43 Eversource Energy shares in Q2 2026, an estimated $2.98K.
  • Eversource Energy made up 0.08% of Sterling Investment Counsel's portfolio in Q2 2026, its #144 holding.
  • Sterling Investment Counsel first reported a position in Eversource Energy in Q4 2021 and has held it in 18 quarters since.
  • Sterling Investment Counsel's Eversource Energy position peaked at $496K in Q4 2021.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.