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Arete Wealth Advisors’s Eversource Energy ES Stock Holding History

Arete Wealth 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
2025
Q4 		– Sell
-2,885
Closed -$205K – 480
2025
Q3 		$205K Buy
+2,885
New +$189K 0.01% 719
2024
Q4 		– Sell
-3,391
Closed -$231K – 759
2024
Q3 		$231K Buy
+3,391
New +$219K 0.02% 605
2023
Q3 		– Sell
-3,256
Closed -$231K – 556
2023
Q2 		$231K Sell
3,256
-5,881
-64% -$438K 0.02% 562
2023
Q1 		$701K Sell
9,137
-61
-0.7% -$4.82K 0.06% 277
2022
Q4 		$756K Buy
9,198
+30
+0.3% +$2.38K 0.07% 252
2022
Q3 		$700K Buy
9,168
+246
+3% +$21.7K 0.07% 243
2022
Q2 		$754K Hold
8,922
– – 0.08% 185
2022
Q1 		$787K Buy
8,922
+34
+0.4% +$2.91K 0.07% 210
2021
Q4 		$797K Buy
8,888
+31
+0.4% +$2.67K 0.07% 214
2021
Q3 		$724K Buy
+8,857
New +$769K 0.08% 200
2021
Q2 		– Sell
-5,057
Closed -$438K – 392
2021
Q1 		$438K Sell
5,057
-2,343
-32% -$199K 0.06% 258
2020
Q4 		$635K Sell
7,400
-5,884
-44% -$524K 0.09% 199
2020
Q3 		$1.16M Buy
13,284
+242
+2% +$20.7K 0.17% 132
2020
Q2 		$1.09M Buy
13,042
+11,759
+917% +$974K 0.19% 130
2020
Q1 		$945K Sell
1,283
-10,964
-90% -$962K 0.19% 124
2019
Q4 		$1.04M Buy
12,247
+65
+0.5% +$5.41K 0.18% 129
2019
Q3 		$1.04M Buy
12,182
+39
+0.3% +$3.1K 0.2% 125
2019
Q2 		$920K Buy
12,143
+42
+0.3% +$3.07K 0.18% 141
2019
Q1 		$859K Buy
12,101
+43
+0.4% +$2.96K 0.18% 147
2018
Q4 		$784K Sell
12,058
-56
-0.5% -$3.65K 0.19% 133
2018
Q3 		$744K Sell
12,114
-2,035
-14% -$125K 0.17% 145
2018
Q2 		$829K Buy
+14,149
New +$814K 0.2% 130

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Arete Wealth Advisors's ES Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 2,885 shares — an estimated $205K sold.

Arete Wealth Advisors first reported a position in ES in Q2 2018 and held it in 22 quarters. The position peaked at $1.16M in Q3 2020. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 2,885 Eversource Energy shares in Q4 2025, an estimated $205K.
  • Arete Wealth Advisors first reported a position in Eversource Energy in Q2 2018 and held it in 22 quarters.
  • Arete Wealth Advisors's Eversource Energy position peaked at $1.16M in Q3 2020.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.