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Venturi Wealth Management’s Eversource Energy ES Stock Holding History

Venturi Wealth Management’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 		– Sell
-3,212
Closed -$223K – 649
2026
Q1 		$223K Sell
3,212
-1,194
-27% -$84.4K 0.01% 544
2025
Q4 		$297K Buy
4,406
+644
+17% +$45.2K 0.01% 462
2025
Q3 		$268K Buy
+3,762
New +$247K 0.01% 468
2025
Q1 		– Sell
-589
Closed -$33.8K – 955
2024
Q4 		$33.8K Buy
589
+301
+105% +$18.8K ﹤0.01% 1133
2024
Q3 		$19.6K Buy
288
+144
+100% +$9.31K ﹤0.01% 1022
2024
Q2 		$8.17K Sell
144
-2
-1% -$119 ﹤0.01% 1143
2024
Q1 		$8.73K Buy
146
+11
+8% +$632 ﹤0.01% 958
2023
Q4 		$8.33K Buy
135
+92
+214% +$5.3K ﹤0.01% 913
2023
Q3 		$2.5K Hold
43
– – ﹤0.01% 1122
2023
Q2 		$3.05K Hold
43
– – ﹤0.01% 835
2023
Q1 		$3.37K Buy
+43
New +$3.4K ﹤0.01% 905
2020
Q2 		– Sell
-3,947
Closed -$309K – 256
2020
Q1 		$309K Sell
3,947
-892
-18% -$78.3K 0.05% 183
2019
Q4 		$412K Sell
4,839
-191
-4% -$15.9K 0.05% 167
2019
Q3 		$430K Sell
5,030
-75
-1% -$5.96K 0.06% 151
2019
Q2 		$387K Sell
5,105
-359
-7% -$26.3K 0.05% 167
2019
Q1 		$386K Sell
5,464
-503
-8% -$34.6K 0.05% 175
2018
Q4 		$379K Buy
+5,967
New +$389K 0.06% 167

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

Venturi Wealth Management's ES Position: Q2 2026 in Review

Venturi Wealth Management sold out of Eversource Energy (ES) in Q2 2026, closing a stake of 3,212 shares — an estimated $223K sold.

Venturi Wealth Management first reported a position in ES in Q4 2018 and held it in 17 quarters. The position peaked at $430K in Q3 2019. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Venturi Wealth Management reported no remaining Eversource Energy position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 3,212 Eversource Energy shares in Q2 2026, an estimated $223K.
  • Venturi Wealth Management first reported a position in Eversource Energy in Q4 2018 and held it in 17 quarters.
  • Venturi Wealth Management's Eversource Energy position peaked at $430K in Q3 2019.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.