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Tompkins Financial’s Eversource Energy ES Stock Holding History

Tompkins Financial’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
Q3 		$249K Hold
3,875
– – 0.02% 184
2026
Q2 		$280K Hold
3,875
– – 0.02% 169
2026
Q1 		$268K Hold
3,875
– – 0.02% 169
2025
Q4 		$261K Hold
3,875
– – 0.02% 171
2025
Q3 		$276K Hold
3,875
– – 0.02% 163
2025
Q2 		$247K Buy
3,875
+3,800
+5,067% +$234K 0.02% 166
2025
Q1 		$4.66K Hold
75
– – ﹤0.01% 489
2024
Q4 		$4.31K Hold
75
– – ﹤0.01% 470
2024
Q3 		$5.1K Hold
75
– – ﹤0.01% 516
2024
Q2 		$4.25K Hold
75
– – ﹤0.01% 527
2024
Q1 		$4.48K Buy
+75
New +$4.31K ﹤0.01% 553
2023
Q3 		– Sell
-2,005
Closed -$142K – 596
2023
Q2 		$142K Hold
2,005
– – 0.02% 217
2023
Q1 		$157K Hold
2,005
– – 0.03% 200
2022
Q4 		$168K Sell
2,005
-452
-18% -$35.8K 0.03% 197
2022
Q3 		$192K Buy
2,457
+452
+23% +$39.8K 0.03% 174
2022
Q2 		$169K Hold
2,005
– – 0.03% 199
2022
Q1 		$177K Hold
2,005
– – 0.03% 207
2021
Q4 		$182K Sell
2,005
-60
-3% -$5.16K 0.03% 140
2021
Q3 		$169K Buy
+2,065
New +$179K 0.03% 142
2021
Q1 		$179K Hold
2,065
– – 0.03% 140
2020
Q4 		$179K Buy
2,065
+60
+3% +$5.34K 0.03% 136
2020
Q3 		$168K Hold
2,005
– – 0.03% 153
2020
Q2 		$167K Buy
+2,005
New +$166K 0.04% 155
2017
Q1 		– Sell
-26
Closed -$1K – 369
2016
Q4 		$1K Hold
26
– – ﹤0.01% 365
2016
Q3 		$1K Hold
26
– – ﹤0.01% 374
2016
Q2 		$2K Hold
26
– – ﹤0.01% 495
2016
Q1 		$2K Hold
26
– – ﹤0.01% 464
2015
Q4 		$1K Buy
+26
New +$1.32K ﹤0.01% 499

Other funds holding ES

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return

Tompkins Financial's ES Position: Q3 2026 in Review

Tompkins Financial held its Eversource Energy (ES) position steady in Q3 2026 at 3,875 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #184.

Tompkins Financial first reported a position in ES in Q4 2015 and has held it in 28 quarters since. The position peaked at $280K in Q2 2026. 34 funds tracked by Wall St. Rank hold ES as of Q3 2026.

  • Tompkins Financial held 3,875 shares of Eversource Energy worth $249K as of Q3 2026.
  • Tompkins Financial left its Eversource Energy share count unchanged in Q3 2026.
  • Eversource Energy made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #184 holding.
  • Tompkins Financial first reported a position in Eversource Energy in Q4 2015 and has held it in 28 quarters since.
  • Tompkins Financial's Eversource Energy position peaked at $280K in Q2 2026.
  • 34 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.