Union Savings Bank’s Eversource Energy ES Stock Holding History

Union Savings 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	$903K	Hold	12,496	–	–	0.36%	55
2026 Q1	$866K	Hold	12,496	–	–	0.38%	53
2025 Q4	$841K	Buy	+12,496	New	+$877K	0.36%	57
2025 Q2	$830K	Sell	12,564 -1,550	-11%	-$95.5K	0.38%	52
2025 Q1	$877K	Hold	14,114	–	–	0.43%	49
2024 Q4	$811K	Sell	14,114 -813	-5%	-$50.7K	0.4%	53
2024 Q3	$1.02M	Buy	14,927 +1,049	+8%	+$67.8K	0.5%	44
2024 Q2	$787K	Hold	13,878	–	–	0.41%	56
2024 Q1	$829K	Hold	13,878	–	–	0.43%	54
2023 Q4	$857K	Hold	13,878	–	–	0.49%	53
2023 Q3	$807K	Hold	13,878	–	–	0.5%	52
2023 Q2	$1M	Buy	+13,878	New	+$1.03M	0.6%	42

Other funds holding ES

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Union Savings Bank's ES Position: Q2 2026 in Review

Union Savings Bank held its Eversource Energy (ES) position steady in Q2 2026 at 12,496 shares worth $903K. The position accounts for 0.36% of the portfolio, ranked #55.

Union Savings Bank first reported a position in ES in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.02M in Q3 2024. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Union Savings Bank held 12,496 shares of Eversource Energy worth $903K as of Q2 2026.
Union Savings Bank left its Eversource Energy share count unchanged in Q2 2026.
Eversource Energy made up 0.36% of Union Savings Bank's portfolio in Q2 2026, its #55 holding.
Union Savings Bank first reported a position in Eversource Energy in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Eversource Energy position peaked at $1.02M in Q3 2024.
300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.