YCM
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Yousif Capital Management’s Eversource Energy ES Stock Holding History

Yousif Capital Management’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 		$9.27M Sell
128,265
-4,493
-3% -$311K 0.1% 169
2026
Q1 		$9.2M Sell
132,758
-2,890
-2% -$204K 0.11% 172
2025
Q4 		$9.6M Sell
135,648
-8,284
-6% -$582K 0.11% 168
2025
Q3 		$10.2M Sell
143,932
-2,761
-2% -$181K 0.11% 160
2025
Q2 		$9.33M Sell
146,693
-5,734
-4% -$353K 0.1% 180
2025
Q1 		$9.47M Buy
152,427
+103,851
+214% +$6.2M 0.11% 169
2024
Q4 		$2.79M Buy
48,576
+1,542
+3% +$96.1K 0.03% 567
2024
Q3 		$3.2M Sell
47,034
-203
-0.4% -$13.1K 0.03% 505
2024
Q2 		$2.68M Sell
47,237
-678
-1% -$40.2K 0.03% 591
2024
Q1 		$2.86M Sell
47,915
-1,138
-2% -$65.4K 0.03% 614
2023
Q4 		$3.03M Sell
49,053
-16,961
-26% -$978K 0.04% 563
2023
Q3 		$3.84M Sell
66,014
-409
-0.6% -$27.3K 0.05% 393
2023
Q2 		$4.71M Buy
66,423
+891
+1% +$66.4K 0.06% 335
2023
Q1 		$5.13M Sell
65,532
-3,653
-5% -$289K 0.07% 298
2022
Q4 		$5.8M Buy
69,185
+2,831
+4% +$225K 0.08% 263
2022
Q3 		$5.17M Buy
66,354
+574
+0.9% +$50.6K 0.07% 264
2022
Q2 		$5.56M Sell
65,780
-1,880
-3% -$167K 0.07% 263
2022
Q1 		$5.97M Sell
67,660
-25
-0% -$2.14K 0.06% 294
2021
Q4 		$6.16M Buy
+67,685
New +$5.82M 0.06% 301

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

Yousif Capital Management's ES Position: Q2 2026 in Review

Yousif Capital Management reduced its Eversource Energy (ES) stake by 3.4% in Q2 2026, selling an estimated $311K and leaving 128,265 shares worth $9.27M. The position accounts for 0.1% of the portfolio, ranked #169.

Yousif Capital Management first reported a position in ES in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • Yousif Capital Management held 128,265 shares of Eversource Energy worth $9.27M as of Q2 2026.
  • Yousif Capital Management sold 4,493 Eversource Energy shares in Q2 2026, an estimated $311K.
  • Eversource Energy made up 0.1% of Yousif Capital Management's portfolio in Q2 2026, its #169 holding.
  • Yousif Capital Management first reported a position in Eversource Energy in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's Eversource Energy position peaked at $10.2M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.