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West Branch Capital’s Eversource Energy ES Stock Holding History

West Branch Capital’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 		$34.5K Hold
478
– – 0.01% 160
2026
Q1 		$33.1K Hold
478
– – 0.01% 153
2025
Q4 		$32.2K Hold
478
– – 0.01% 157
2025
Q3 		$34K Hold
478
– – 0.01% 165
2025
Q2 		$30.4K Hold
478
– – 0.01% 174
2025
Q1 		$29.7K Hold
478
– – 0.01% 186
2024
Q4 		$27.5K Sell
478
-1
-0.2% -$62 0.01% 197
2024
Q3 		$32.6K Buy
479
+1
+0.2% +$65 0.01% 185
2024
Q2 		$27.1K Hold
478
– – 0.01% 202
2024
Q1 		$28.6K Sell
478
-1,269
-73% -$73K 0.01% 200
2023
Q4 		$108K Buy
1,747
+220
+14% +$12.7K 0.05% 112
2023
Q3 		$88.8K Hold
1,527
– – 0.05% 120
2023
Q2 		$108K Hold
1,527
– – 0.05% 111
2023
Q1 		$120K Hold
1,527
– – 0.07% 106
2022
Q4 		$128K Hold
1,527
– – 0.08% 100
2022
Q3 		$119K Hold
1,527
– – 0.07% 103
2022
Q2 		$129K Hold
1,527
– – 0.07% 98
2022
Q1 		$135K Sell
1,527
-101
-6% -$8.64K 0.06% 103
2021
Q4 		$148K Hold
1,628
– – 0.06% 111
2021
Q3 		$133K Hold
1,628
– – 0.06% 109
2021
Q2 		$131K Buy
+1,628
New +$137K 0.06% 115

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
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
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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

West Branch Capital's ES Position: Q2 2026 in Review

West Branch Capital held its Eversource Energy (ES) position steady in Q2 2026 at 478 shares worth $34.5K. The position accounts for 0.01% of the portfolio, ranked #160.

West Branch Capital first reported a position in ES in Q2 2021 and has held it in 21 quarters since. The position peaked at $148K in Q4 2021. 237 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • West Branch Capital held 478 shares of Eversource Energy worth $34.5K as of Q2 2026.
  • West Branch Capital left its Eversource Energy share count unchanged in Q2 2026.
  • Eversource Energy made up 0.01% of West Branch Capital's portfolio in Q2 2026, its #160 holding.
  • West Branch Capital first reported a position in Eversource Energy in Q2 2021 and has held it in 21 quarters since.
  • West Branch Capital's Eversource Energy position peaked at $148K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.