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Welch Group’s Eversource Energy ES Stock Holding History

Welch Group’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 		$435K Hold
6,023
– – 0.01% 206
2026
Q1 		$417K Hold
6,023
– – 0.02% 200
2025
Q4 		$406K Buy
6,023
+87
+1% +$6.11K 0.02% 204
2025
Q3 		$422K Hold
5,936
– – 0.02% 191
2025
Q2 		$378K Hold
5,936
– – 0.02% 186
2025
Q1 		$363K Hold
5,936
– – 0.02% 181
2024
Q4 		$340K Hold
5,936
– – 0.02% 189
2024
Q3 		$404K Hold
5,936
– – 0.02% 165
2024
Q2 		$337K Buy
+5,936
New +$352K 0.02% 180

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

Welch Group's ES Position: Q2 2026 in Review

Welch Group held its Eversource Energy (ES) position steady in Q2 2026 at 6,023 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #206.

Welch Group first reported a position in ES in Q2 2024 and has held it in 9 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Welch Group held 6,023 shares of Eversource Energy worth $435K as of Q2 2026.
  • Welch Group left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of Welch Group's portfolio in Q2 2026, its #206 holding.
  • Welch Group first reported a position in Eversource Energy in Q2 2024 and has held it in 9 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.