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Atria Wealth Solutions’s Eversource Energy ES Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-4,490
Closed -$279K – 1586
2025
Q1 		$279K Buy
+4,490
New +$268K ﹤0.01% 1514
2023
Q1 		– Sell
-5,154
Closed -$432K – 1883
2022
Q4 		$432K Buy
5,154
+2,556
+98% +$203K 0.01% 1161
2022
Q3 		$203K Sell
2,598
-19
-0.7% -$1.68K ﹤0.01% 1550
2022
Q2 		$221K Buy
2,617
+201
+8% +$17.9K ﹤0.01% 1396
2022
Q1 		$213K Buy
+2,416
New +$207K ﹤0.01% 1551

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Atria Wealth Solutions's ES Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 4,490 shares — an estimated $279K sold.

Atria Wealth Solutions first reported a position in ES in Q1 2022 and held it in 5 quarters. The position peaked at $432K in Q4 2022. 932 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 4,490 Eversource Energy shares in Q2 2025, an estimated $279K.
  • Atria Wealth Solutions first reported a position in Eversource Energy in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's Eversource Energy position peaked at $432K in Q4 2022.
  • 932 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.