Atticus Wealth Management’s Eversource Energy ES Stock Holding History

Atticus Wealth 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
2025 Q3	–	Sell	-200	Closed	-$12.7K	–	332
2025 Q2	$12.7K	Sell	200 -20	-9%	-$1.23K	﹤0.01%	459
2025 Q1	$13.7K	Hold	220	–	–	﹤0.01%	355
2024 Q4	$12.6K	Hold	220	–	–	﹤0.01%	373
2024 Q3	$15K	Sell	220 -7	-3%	-$452	﹤0.01%	359
2024 Q2	$12.9K	Hold	227	–	–	﹤0.01%	356
2024 Q1	$13.6K	Hold	227	–	–	﹤0.01%	366
2023 Q4	$14K	Hold	227	–	–	﹤0.01%	371
2023 Q3	$13.2K	Hold	227	–	–	0.01%	378
2023 Q2	$16.1K	Hold	227	–	–	0.01%	356
2023 Q1	$17.8K	Sell	227 -200	-47%	-$15.8K	0.01%	330
2022 Q4	$35.8K	Hold	427	–	–	0.01%	284
2022 Q3	$36K	Hold	427	–	–	0.02%	266
2022 Q2	$36K	Buy	427 +200	+88%	+$17.8K	0.02%	289
2022 Q1	$20K	Sell	227 -200	-47%	-$17.1K	0.01%	336
2021 Q4	$39K	Buy	+427	New	+$36.7K	0.02%	251

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

Atticus Wealth Management's ES Position: Q3 2025 in Review

Atticus Wealth Management sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 200 shares — an estimated $12.7K sold.

Atticus Wealth Management first reported a position in ES in Q4 2021 and held it in 15 quarters. The position peaked at $39K in Q4 2021. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Atticus Wealth Management reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 200 Eversource Energy shares in Q3 2025, an estimated $12.7K.
Atticus Wealth Management first reported a position in Eversource Energy in Q4 2021 and held it in 15 quarters.
Atticus Wealth Management's Eversource Energy position peaked at $39K in Q4 2021.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.