WA
ES icon

WestEnd Advisors’s Eversource Energy ES Stock Holding History

WestEnd 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 		$1.3K Buy
18
+3
+20% +$208 ﹤0.01% 246
2026
Q1 		$1.04K Hold
15
– – ﹤0.01% 233
2025
Q4 		$1.01K Sell
15
-2
-12% -$140 ﹤0.01% 233
2025
Q3 		$1.21K Buy
+17
New +$1.11K ﹤0.01% 208
2024
Q4 		– Sell
-5
Closed -$340 – 370
2024
Q3 		$340 Hold
5
– – ﹤0.01% 228
2024
Q2 		$284 Hold
5
– – ﹤0.01% 225
2024
Q1 		$299 Hold
5
– – ﹤0.01% 206
2023
Q4 		$309 Sell
5
-4
-44% -$231 ﹤0.01% 194
2023
Q3 		$523 Buy
+9
New +$600 ﹤0.01% 148
2023
Q1 		– Sell
-8
Closed -$632 – 137
2022
Q4 		$671 Buy
8
+3
+60% +$238 ﹤0.01% 127
2022
Q3 		$0 Buy
5
+1
+25% +$88 ﹤0.01% 199
2022
Q2 		$337 Buy
+4
New +$355 ﹤0.01% 161

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

WestEnd Advisors's ES Position: Q2 2026 in Review

WestEnd Advisors increased its Eversource Energy (ES) stake by 20% in Q2 2026, buying an estimated $208 and bringing the position to 18 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

WestEnd Advisors first reported a position in ES in Q2 2022 and has held it in 12 quarters since. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • WestEnd Advisors held 18 shares of Eversource Energy worth $1.3K as of Q2 2026.
  • WestEnd Advisors bought 3 Eversource Energy shares in Q2 2026, an estimated $208.
  • Eversource Energy made up ﹤0.01% of WestEnd Advisors's portfolio in Q2 2026, its #246 holding.
  • WestEnd Advisors first reported a position in Eversource Energy in Q2 2022 and has held it in 12 quarters since.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.