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 Q3	$413K	Buy	6,433 +410	+7%	+$29.2K	0.01%	218
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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group's ES Position: Q3 2026 in Review

Welch Group increased its Eversource Energy (ES) stake by 6.8% in Q3 2026, buying an estimated $29.2K and bringing the position to 6,433 shares worth $413K. The position accounts for 0.01% of the portfolio, ranked #218.

Welch Group first reported a position in ES in Q2 2024 and has held it in 10 quarters since. The position peaked at $435K in Q2 2026. 384 funds tracked by Wall St. Rank hold ES as of Q3 2026.

Welch Group held 6,433 shares of Eversource Energy worth $413K as of Q3 2026.
Welch Group bought 410 Eversource Energy shares in Q3 2026, an estimated $29.2K.
Eversource Energy made up 0.01% of Welch Group's portfolio in Q3 2026, its #218 holding.
Welch Group first reported a position in Eversource Energy in Q2 2024 and has held it in 10 quarters since.
Welch Group's Eversource Energy position peaked at $435K in Q2 2026.
384 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.