AWM
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Avior Wealth Management’s Eversource Energy ES Stock Holding History

Avior 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
Q1 		– Sell
-154
Closed -$8.84K – 1232
2024
Q4 		$8.84K Buy
154
+4
+3% +$249 ﹤0.01% 1665
2024
Q3 		$10.2K Buy
150
+23
+18% +$1.49K ﹤0.01% 1555
2024
Q2 		$7.2K Sell
127
-114
-47% -$6.76K ﹤0.01% 1609
2024
Q1 		$14.4K Buy
241
+232
+2,578% +$13.3K ﹤0.01% 1726
2023
Q4 		$555 Sell
9
-1
-10% -$58 ﹤0.01% 1417
2023
Q3 		$581 Hold
10
– – ﹤0.01% 1481
2023
Q2 		$709 Hold
10
– – ﹤0.01% 1433
2023
Q1 		$782 Hold
10
– – ﹤0.01% 1480
2022
Q4 		$838 Hold
10
– – ﹤0.01% 1135
2022
Q3 		$0 Hold
10
– – ﹤0.01% 1192
2022
Q2 		$0 Hold
10
– – ﹤0.01% 1115
2022
Q1 		$0 Hold
10
– – ﹤0.01% 1138
2021
Q4 		$0 Hold
10
– – ﹤0.01% 1127
2021
Q3 		$0 Hold
10
– – ﹤0.01% 1087
2021
Q2 		$0 Buy
10
+3
+43% +$253 ﹤0.01% 1064
2021
Q1 		$0 Hold
7
– – ﹤0.01% 1046
2020
Q4 		$0 Hold
7
– – ﹤0.01% 1005
2020
Q3 		$0 Hold
7
– – ﹤0.01% 954
2020
Q2 		$0 Hold
7
– – ﹤0.01% 926
2020
Q1 		$0 Hold
7
– – ﹤0.01% 813
2019
Q4 		$0 Buy
+7
New +$582 ﹤0.01% 811

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's ES Position: Q1 2025 in Review

Avior Wealth Management sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 154 shares — an estimated $8.84K sold.

Avior Wealth Management first reported a position in ES in Q4 2019 and held it in 21 quarters. The position peaked at $14.4K in Q1 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Avior Wealth Management reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 154 Eversource Energy shares in Q1 2025, an estimated $8.84K.
  • Avior Wealth Management first reported a position in Eversource Energy in Q4 2019 and held it in 21 quarters.
  • Avior Wealth Management's Eversource Energy position peaked at $14.4K in Q1 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.