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UMB Bank’s Eversource Energy ES Stock Holding History

UMB Bank’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 		$109K Sell
1,511
-340
-18% -$23.5K ﹤0.01% 1000
2026
Q1 		$128K Buy
1,851
+22
+1% +$1.55K ﹤0.01% 857
2025
Q4 		$123K Buy
1,829
+345
+23% +$24.2K ﹤0.01% 857
2025
Q3 		$106K Buy
1,484
+194
+15% +$12.7K ﹤0.01% 839
2025
Q2 		$82.1K Buy
1,290
+643
+99% +$39.6K ﹤0.01% 911
2025
Q1 		$40.2K Sell
647
-63
-9% -$3.76K ﹤0.01% 1141
2024
Q4 		$40.8K Buy
710
+197
+38% +$12.3K ﹤0.01% 992
2024
Q3 		$34.9K Buy
513
+198
+63% +$12.8K ﹤0.01% 990
2024
Q2 		$17.9K Sell
315
-86
-21% -$5.1K ﹤0.01% 1101
2024
Q1 		$24K Buy
401
+170
+74% +$9.77K ﹤0.01% 1019
2023
Q4 		$14.3K Sell
231
-411
-64% -$23.7K ﹤0.01% 1177
2023
Q3 		$37.3K Buy
642
+364
+131% +$24.3K ﹤0.01% 899
2023
Q2 		$19.7K Sell
278
-18
-6% -$1.34K ﹤0.01% 1103
2023
Q1 		$23.2K Buy
296
+18
+6% +$1.42K ﹤0.01% 1051
2022
Q4 		$23K Buy
278
+151
+119% +$12K ﹤0.01% 1067
2022
Q3 		$10K Hold
127
– – ﹤0.01% 1301
2022
Q2 		$11K Hold
127
– – ﹤0.01% 1360
2022
Q1 		$11K Sell
127
-82
-39% -$7.01K ﹤0.01% 1455
2021
Q4 		$19K Buy
+209
New +$18K ﹤0.01% 1288
2017
Q2 		– Sell
-3,554
Closed -$209K – 322
2017
Q1 		$209K Buy
+3,554
New +$202K 0.01% 328
2016
Q3 		– Sell
-3,554
Closed -$213K – 353
2016
Q2 		$213K Hold
3,554
– – 0.01% 331
2016
Q1 		$207K Sell
3,554
-500
-12% -$27.3K 0.01% 333
2015
Q4 		$207K Hold
4,054
– – 0.01% 334
2015
Q3 		$205K Buy
+4,054
New +$195K 0.01% 284
2015
Q2 		– Sell
-4,054
Closed -$205K – 316
2015
Q1 		$205K Hold
4,054
– – 0.01% 294
2014
Q4 		$217K Buy
+4,054
New +$202K 0.01% 280

Other funds holding ES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UMB Bank's ES Position: Q2 2026 in Review

UMB Bank reduced its Eversource Energy (ES) stake by 18% in Q2 2026, selling an estimated $23.5K and leaving 1,511 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

UMB Bank first reported a position in ES in Q4 2014 and has held it in 26 quarters since. The position peaked at $217K in Q4 2014. 1,121 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • UMB Bank held 1,511 shares of Eversource Energy worth $109K as of Q2 2026.
  • UMB Bank sold 340 Eversource Energy shares in Q2 2026, an estimated $23.5K.
  • Eversource Energy made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1000 holding.
  • UMB Bank first reported a position in Eversource Energy in Q4 2014 and has held it in 26 quarters since.
  • UMB Bank's Eversource Energy position peaked at $217K in Q4 2014.
  • 1,121 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.