Washington Trust Advisors’s Eversource Energy ES Stock Holding History

Washington Trust Advisors’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	$81.6K	Sell	1,129 -12	-1%	-$831	0.01%	317
2026 Q1	$79K	Buy	1,141 +12	+1%	+$848	0.01%	314
2025 Q4	$76K	Hold	1,129	–	–	0.01%	318
2025 Q3	$80.3K	Hold	1,129	–	–	0.01%	308
2025 Q2	$71.8K	Hold	1,129	–	–	0.01%	288
2025 Q1	$70.1K	Sell	1,129 -42	-4%	-$2.51K	0.01%	286
2024 Q4	$67.2K	Sell	1,171 -28	-2%	-$1.75K	0.01%	299
2024 Q3	$81.6K	Buy	1,199 +20	+2%	+$1.29K	0.01%	276
2024 Q2	$66.9K	Sell	1,179 -14	-1%	-$830	0.01%	286
2024 Q1	$71.3K	Hold	1,193	–	–	0.01%	276
2023 Q4	$73.6K	Hold	1,193	–	–	0.01%	270
2023 Q3	$69.4K	Hold	1,193	–	–	0.01%	270
2023 Q2	$84.6K	Hold	1,193	–	–	0.01%	251
2023 Q1	$93.4K	Hold	1,193	–	–	0.01%	253
2022 Q4	$100K	Hold	1,193	–	–	0.01%	250
2022 Q3	$93K	Sell	1,193 -500	-30%	-$44.1K	0.01%	289
2022 Q2	$143K	Sell	1,693 -1,589	-48%	-$141K	0.01%	244
2022 Q1	$290K	Buy	3,282 +500	+18%	+$42.8K	0.02%	202
2021 Q4	$253K	Buy	+2,782	New	+$239K	0.02%	224

Other funds holding ES

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Washington Trust Advisors's ES Position: Q2 2026 in Review

Washington Trust Advisors reduced its Eversource Energy (ES) stake by 1.1% in Q2 2026, selling an estimated $831 and leaving 1,129 shares worth $81.6K. The position accounts for 0.01% of the portfolio, ranked #317.

Washington Trust Advisors first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $290K in Q1 2022. 1,126 funds tracked by Wall St. Rank hold ES as of Q2 2026.

Washington Trust Advisors held 1,129 shares of Eversource Energy worth $81.6K as of Q2 2026.
Washington Trust Advisors sold 12 Eversource Energy shares in Q2 2026, an estimated $831.
Eversource Energy made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #317 holding.
Washington Trust Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
Washington Trust Advisors's Eversource Energy position peaked at $290K in Q1 2022.
1,126 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.