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True Wealth Design’s Eversource Energy ES Stock Holding History

True Wealth Design’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 		$226K Buy
3,131
+1,771
+130% +$123K 0.05% 96
2026
Q1 		$94.2K Buy
1,360
+115
+9% +$8.13K 0.03% 226
2025
Q4 		$83.8K Buy
1,245
+139
+13% +$9.76K 0.02% 214
2025
Q3 		$78.7K Buy
1,106
+498
+82% +$32.7K 0.02% 217
2025
Q2 		$38.7K Buy
608
+513
+540% +$31.6K 0.01% 247
2025
Q1 		$5.89K Buy
95
+71
+296% +$4.24K ﹤0.01% 632
2024
Q4 		$1.37K Sell
24
-750
-97% -$46.7K ﹤0.01% 842
2024
Q3 		$52.7K Buy
774
+767
+10,957% +$49.6K 0.02% 135
2024
Q2 		$397 Hold
7
– – ﹤0.01% 686
2024
Q1 		$419 Buy
7
+2
+40% +$115 ﹤0.01% 658
2023
Q4 		$309 Hold
5
– – ﹤0.01% 596
2023
Q3 		$291 Hold
5
– – ﹤0.01% 567
2023
Q2 		$355 Hold
5
– – ﹤0.01% 534
2023
Q1 		$392 Hold
5
– – ﹤0.01% 584
2022
Q4 		$419 Buy
+5
New +$397 ﹤0.01% 498

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

True Wealth Design's ES Position: Q2 2026 in Review

True Wealth Design increased its Eversource Energy (ES) stake by 130% in Q2 2026, buying an estimated $123K and bringing the position to 3,131 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #96.

True Wealth Design first reported a position in ES in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • True Wealth Design held 3,131 shares of Eversource Energy worth $226K as of Q2 2026.
  • True Wealth Design bought 1,771 Eversource Energy shares in Q2 2026, an estimated $123K.
  • Eversource Energy made up 0.05% of True Wealth Design's portfolio in Q2 2026, its #96 holding.
  • True Wealth Design first reported a position in Eversource Energy in Q4 2022 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.