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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Washington Trust Advisors's ES Position: Q1 2026 in Review

Washington Trust Advisors increased its Eversource Energy (ES) stake by 1.1% in Q1 2026, buying an estimated $848 and bringing the position to 1,141 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #314.

Washington Trust Advisors first reported a position in ES in Q4 2021 and has held it in 18 quarters since. The position peaked at $290K in Q1 2022. 1,062 funds tracked by Wall St. Rank hold ES as of Q1 2026.

  • Washington Trust Advisors held 1,141 shares of Eversource Energy worth $79K as of Q1 2026.
  • Washington Trust Advisors bought 12 Eversource Energy shares in Q1 2026, an estimated $848.
  • Eversource Energy made up 0.01% of Washington Trust Advisors's portfolio in Q1 2026, its #314 holding.
  • Washington Trust Advisors first reported a position in Eversource Energy in Q4 2021 and has held it in 18 quarters since.
  • Washington Trust Advisors's Eversource Energy position peaked at $290K in Q1 2022.
  • 1,062 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2026.

Based on Washington Trust Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.