Waddell & Associates’s Eversource Energy ES Stock Holding History

Waddell & Associates’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	$1.36M	Buy	18,807 +9,172	+95%	+$635K	0.07%	104
2026 Q1	$668K	Buy	+9,635	New	+$681K	0.04%	167
2024 Q4	–	Sell	-5,630	Closed	-$383K	–	159
2024 Q3	$383K	Buy	5,630 +1,500	+36%	+$96.9K	0.05%	97
2024 Q2	$234K	Sell	4,130 -20	-0.5%	-$1.19K	0.03%	127
2024 Q1	$248K	Hold	4,150	–	–	0.03%	126
2023 Q4	$256K	Buy	4,150 +6	+0.1%	+$346	0.03%	127
2023 Q3	$241K	Hold	4,144	–	–	0.04%	148
2023 Q2	$294K	Buy	+4,144	New	+$309K	0.04%	126

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

Waddell & Associates's ES Position: Q2 2026 in Review

Waddell & Associates increased its Eversource Energy (ES) stake by 95% in Q2 2026, buying an estimated $635K and bringing the position to 18,807 shares worth $1.36M. The position accounts for 0.07% of the portfolio, ranked #104.

Waddell & Associates first reported a position in ES in Q2 2023 and has held it in 8 quarters since. 332 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Waddell & Associates held 18,807 shares of Eversource Energy worth $1.36M as of Q2 2026.
Waddell & Associates bought 9,172 Eversource Energy shares in Q2 2026, an estimated $635K.
Eversource Energy made up 0.07% of Waddell & Associates's portfolio in Q2 2026, its #104 holding.
Waddell & Associates first reported a position in Eversource Energy in Q2 2023 and has held it in 8 quarters since.
332 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.