Amica Retiree Medical Trust’s Eversource Energy ES Stock Holding History

Amica Retiree Medical Trust’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
2025 Q3	$71K	Hold	992	–	–	0.1%	116
2025 Q2	$63K	Hold	992	–	–	0.09%	121
2025 Q1	$62K	Sell	992 -177	-15%	-$10.6K	0.09%	120
2024 Q4	$67K	Hold	1,169	–	–	0.06%	124
2024 Q3	$80K	Buy	+1,169	New	+$75.5K	0.07%	124
2023 Q3	$382K	Hold	6,568	–	–	0.45%	72
2023 Q2	$466K	Hold	6,568	–	–	0.52%	63
2023 Q1	$514K	Buy	6,568 +2,866	+77%	+$226K	0.54%	65
2022 Q4	$310K	Buy	+3,702	New	+$294K	0.4%	79
2017 Q3	–	Sell	-1,874	Closed	-$114K	–	372
2017 Q2	$114K	Hold	1,874	–	–	0.09%	247
2017 Q1	$110K	Hold	1,874	–	–	0.09%	250
2016 Q4	$104K	Buy	+1,874	New	+$100K	0.08%	270

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Amica Retiree Medical Trust's ES Position: Q3 2025 in Review

Amica Retiree Medical Trust held its Eversource Energy (ES) position steady in Q3 2025 at 992 shares worth $71K. The position accounts for 0.1% of the portfolio, ranked #116.

Amica Retiree Medical Trust first reported a position in ES in Q4 2016 and has held it in 12 quarters since. The position peaked at $514K in Q1 2023. 990 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Amica Retiree Medical Trust held 992 shares of Eversource Energy worth $71K as of Q3 2025.
Amica Retiree Medical Trust left its Eversource Energy share count unchanged in Q3 2025.
Eversource Energy made up 0.1% of Amica Retiree Medical Trust's portfolio in Q3 2025, its #116 holding.
Amica Retiree Medical Trust first reported a position in Eversource Energy in Q4 2016 and has held it in 12 quarters since.
Amica Retiree Medical Trust's Eversource Energy position peaked at $514K in Q1 2023.
990 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Amica Retiree Medical Trust's 13F filing for Q3 2025, filed 7 Nov 2025.