W.H. Cornerstone Investments’s Eversource Energy ES Stock Holding History

W.H. Cornerstone Investments’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	$437K	Buy	6,044 +1,916	+46%	+$133K	0.25%	83
2026 Q1	$286K	Buy	+4,128	New	+$292K	0.18%	101
2024 Q4	–	Sell	-7,080	Closed	-$482K	–	120
2024 Q3	$482K	Sell	7,080 -216	-3%	-$14K	0.33%	65
2024 Q2	$414K	Sell	7,296 -1,017	-12%	-$60.3K	0.29%	70
2024 Q1	$497K	Sell	8,313 -2,226	-21%	-$128K	0.36%	68
2023 Q4	$650K	Sell	10,539 -3,879	-27%	-$224K	0.52%	53
2023 Q3	$838K	Sell	14,418 -475	-3%	-$31.7K	0.74%	45
2023 Q2	$1.06M	Sell	14,893 -1,393	-9%	-$104K	0.94%	37
2023 Q1	$1.27M	Buy	16,286 +1,995	+14%	+$158K	1.16%	21
2022 Q4	$1.2M	Buy	14,291 +4,078	+40%	+$323K	1.14%	24
2022 Q3	$760K	Buy	+10,213	New	+$900K	0.8%	42

Other funds holding ES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

W.H. Cornerstone Investments's ES Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its Eversource Energy (ES) stake by 46% in Q2 2026, buying an estimated $133K and bringing the position to 6,044 shares worth $437K. The position accounts for 0.25% of the portfolio, ranked #83.

W.H. Cornerstone Investments first reported a position in ES in Q3 2022 and has held it in 11 quarters since. The position peaked at $1.27M in Q1 2023. 1,125 funds tracked by Wall St. Rank hold ES as of Q2 2026.

W.H. Cornerstone Investments held 6,044 shares of Eversource Energy worth $437K as of Q2 2026.
W.H. Cornerstone Investments bought 1,916 Eversource Energy shares in Q2 2026, an estimated $133K.
Eversource Energy made up 0.25% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #83 holding.
W.H. Cornerstone Investments first reported a position in Eversource Energy in Q3 2022 and has held it in 11 quarters since.
W.H. Cornerstone Investments's Eversource Energy position peaked at $1.27M in Q1 2023.
1,125 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.