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ZWJ Investment Counsel’s Eversource Energy ES Stock Holding History

ZWJ Investment Counsel’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 		$11.2M Buy
154,781
+3,730
+2% +$258K 0.36% 56
2026
Q1 		$10.5M Sell
151,051
-4,214
-3% -$298K 0.38% 55
2025
Q4 		$10.5M Sell
155,265
-22,335
-13% -$1.57M 0.38% 54
2025
Q3 		$12.6M Sell
177,600
-6,293
-3% -$413K 0.45% 55
2025
Q2 		$11.7M Sell
183,893
-7,264
-4% -$448K 0.43% 55
2025
Q1 		$11.9M Sell
191,157
-54,592
-22% -$3.26M 0.48% 54
2024
Q4 		$14.1M Sell
245,749
-14,851
-6% -$926K 0.58% 49
2024
Q3 		$17.7M Buy
260,600
+50,483
+24% +$3.26M 0.72% 46
2024
Q2 		$11.9M Buy
210,117
+12,885
+7% +$764K 0.52% 49
2024
Q1 		$11.8M Sell
197,232
-7,974
-4% -$458K 0.54% 49
2023
Q4 		$12.7M Sell
205,206
-56,569
-22% -$3.26M 0.65% 48
2023
Q3 		$15.2M Buy
261,775
+103,124
+65% +$6.88M 0.84% 42
2023
Q2 		$11.3M Sell
158,651
-5,429
-3% -$404K 0.59% 49
2023
Q1 		$12.8M Sell
164,080
-39,229
-19% -$3.1M 0.71% 46
2022
Q4 		$17M Sell
203,309
-6,310
-3% -$500K 0.96% 42
2022
Q3 		$16.3M Sell
209,619
-1,278
-0.6% -$113K 1.03% 43
2022
Q2 		$17.8M Sell
210,897
-2,514
-1% -$223K 1.04% 41
2022
Q1 		$18.8M Buy
213,411
+21,278
+11% +$1.82M 1% 43
2021
Q4 		$17.5M Sell
192,133
-1,158
-0.6% -$99.6K 0.89% 47
2021
Q3 		$15.8M Buy
193,291
+8,350
+5% +$725K 0.9% 48
2021
Q2 		$14.8M Buy
184,941
+6,004
+3% +$506K 0.86% 51
2021
Q1 		$15.5M Buy
178,937
+33,412
+23% +$2.84M 0.95% 47
2020
Q4 		$12.6M Buy
145,525
+16,480
+13% +$1.47M 0.86% 45
2020
Q3 		$10.8M Buy
+129,045
New +$11M 0.86% 42

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

ZWJ Investment Counsel's ES Position: Q2 2026 in Review

ZWJ Investment Counsel increased its Eversource Energy (ES) stake by 2.5% in Q2 2026, buying an estimated $258K and bringing the position to 154,781 shares worth $11.2M. The position accounts for 0.36% of the portfolio, ranked #56.

ZWJ Investment Counsel first reported a position in ES in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.8M in Q1 2022. 300 funds tracked by Wall St. Rank hold ES as of Q2 2026.

  • ZWJ Investment Counsel held 154,781 shares of Eversource Energy worth $11.2M as of Q2 2026.
  • ZWJ Investment Counsel bought 3,730 Eversource Energy shares in Q2 2026, an estimated $258K.
  • Eversource Energy made up 0.36% of ZWJ Investment Counsel's portfolio in Q2 2026, its #56 holding.
  • ZWJ Investment Counsel first reported a position in Eversource Energy in Q3 2020 and has held it in 24 quarters since.
  • ZWJ Investment Counsel's Eversource Energy position peaked at $18.8M in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2026.

Based on ZWJ Investment Counsel's 13F filing for Q2 2026, filed 16 Jul 2026.