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Summitry LLC’s Eversource Energy ES Stock Holding History

Summitry LLC’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 		$239K Buy
3,311
+158
+5% +$10.9K 0.01% 299
2026
Q1 		$218K Buy
+3,153
New +$223K 0.01% 269
2025
Q2 		– Sell
-3,244
Closed -$201K – 177
2025
Q1 		$201K Buy
+3,244
New +$194K 0.01% 136

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

Summitry LLC's ES Position: Q2 2026 in Review

Summitry LLC increased its Eversource Energy (ES) stake by 5% in Q2 2026, buying an estimated $10.9K and bringing the position to 3,311 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #299.

Summitry LLC first reported a position in ES in Q1 2025 and has held it in 3 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Summitry LLC held 3,311 shares of Eversource Energy worth $239K as of Q2 2026.
  • Summitry LLC bought 158 Eversource Energy shares in Q2 2026, an estimated $10.9K.
  • Eversource Energy made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #299 holding.
  • Summitry LLC first reported a position in Eversource Energy in Q1 2025 and has held it in 3 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.