Axa
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Axa’s Eversource Energy ES Stock Holding History

Axa’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
-288,640
Closed -$18.4M – 406
2025
Q2 		$18.4M Sell
288,640
-101,435
-26% -$6.25M 0.05% 295
2025
Q1 		$24.2M Buy
390,075
+59,722
+18% +$3.56M 0.08% 236
2024
Q4 		$19M Buy
330,353
+4,047
+1% +$252K 0.06% 289
2024
Q3 		$22.2M Sell
326,306
-70,416
-18% -$4.55M 0.07% 257
2024
Q2 		$22.5M Buy
396,722
+29,314
+8% +$1.74M 0.07% 254
2024
Q1 		$22M Sell
367,408
-444,825
-55% -$25.6M 0.07% 260
2023
Q4 		$50.1M Buy
812,233
+522,640
+180% +$30.1M 0.16% 140
2023
Q3 		$16.8M Sell
289,593
-48,052
-14% -$3.2M 0.06% 304
2023
Q2 		$23.9M Buy
337,645
+99,050
+42% +$7.38M 0.08% 263
2023
Q1 		$18.7M Sell
238,595
-77,566
-25% -$6.13M 0.06% 303
2022
Q4 		$26.5M Sell
316,161
-23,061
-7% -$1.83M 0.1% 251
2022
Q3 		$26.4M Sell
339,222
-20,478
-6% -$1.8M 0.1% 227
2022
Q2 		$30.4M Buy
359,700
+44,436
+14% +$3.95M 0.11% 213
2022
Q1 		$27.8M Buy
315,264
+63,300
+25% +$5.41M 0.08% 282
2021
Q4 		$22.9M Buy
251,964
+178,309
+242% +$15.3M 0.06% 335
2021
Q3 		$6.02M Buy
73,655
+9,535
+15% +$828K 0.02% 637
2021
Q2 		$5.14M Sell
64,120
-344,703
-84% -$29M 0.01% 702
2021
Q1 		$35.4M Buy
408,823
+5,200
+1% +$441K 0.11% 229
2020
Q4 		$34.9M Buy
403,623
+12,631
+3% +$1.12M 0.11% 214
2020
Q3 		$32.7M Sell
390,992
-24,360
-6% -$2.09M 0.12% 199
2020
Q2 		$34.6M Sell
415,352
-43,846
-10% -$3.63M 0.14% 176
2020
Q1 		$35.9M Buy
459,198
+96,020
+26% +$8.42M 0.18% 136
2019
Q4 		$30.9M Sell
363,178
-2,342
-0.6% -$195K 0.13% 206
2019
Q3 		$31.2M Buy
365,520
+16,456
+5% +$1.31M 0.12% 215
2019
Q2 		$26.4M Sell
349,064
-1,563
-0.4% -$114K 0.1% 255
2019
Q1 		$24.9M Sell
350,627
-40,932
-10% -$2.82M 0.1% 249
2018
Q4 		$25.5M Sell
391,559
-208,600
-35% -$13.6M 0.11% 230
2018
Q3 		$36.9M Sell
600,159
-428,700
-42% -$26.2M 0.14% 201
2018
Q2 		$60.3M Buy
1,028,859
+2,976
+0.3% +$171K 0.23% 120
2018
Q1 		$60.4M Buy
1,025,883
+63,500
+7% +$3.76M 0.24% 111
2017
Q4 		$60.8M Buy
962,383
+285,346
+42% +$18M 0.24% 118
2017
Q3 		$40.9M Sell
677,037
-257,882
-28% -$15.9M 0.18% 175
2017
Q2 		$56.8M Buy
934,919
+393,802
+73% +$23.9M 0.26% 108
2017
Q1 		$31.8M Sell
541,117
-132,783
-20% -$7.55M 0.14% 198
2016
Q4 		$37.2M Sell
673,900
-54,810
-8% -$2.93M 0.17% 164
2016
Q3 		$39.5M Buy
728,710
+356,280
+96% +$20.1M 0.17% 166
2016
Q2 		$22.3M Buy
372,430
+6,350
+2% +$359K 0.1% 249
2016
Q1 		$21.4M Sell
366,080
-242,740
-40% -$13.2M 0.1% 252
2015
Q4 		$31.1M Sell
608,820
-570,343
-48% -$29M 0.14% 197
2015
Q3 		$59.7M Sell
1,179,163
-77,530
-6% -$3.74M 0.24% 109
2015
Q2 		$57.1M Buy
1,256,693
+1,094,817
+676% +$53.1M 0.23% 123
2015
Q1 		$8.18M Buy
161,876
+6,151
+4% +$324K 0.03% 442
2014
Q4 		$8.34M Buy
155,725
+708
+0.5% +$35.3K 0.03% 434
2014
Q3 		$6.87M Sell
155,017
-6,100
-4% -$274K 0.03% 458
2014
Q2 		$7.62M Sell
161,117
-577,584
-78% -$26.5M 0.03% 449
2014
Q1 		$33.6M Sell
738,701
-357,621
-33% -$15.6M 0.15% 181
2013
Q4 		$46.5M Buy
1,096,322
+35,200
+3% +$1.48M 0.21% 142
2013
Q3 		$43.8M Buy
1,061,122
+46,120
+5% +$1.95M 0.22% 128
2013
Q2 		$42.7M Buy
+1,015,002
New +$43.9M 0.23% 118

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axa's ES Position: Q3 2025 in Review

Axa sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 288,640 shares — an estimated $18.4M sold.

Axa first reported a position in ES in Q2 2013 and held it in 49 quarters. The position peaked at $60.8M in Q4 2017. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Axa reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Axa sold 288,640 Eversource Energy shares in Q3 2025, an estimated $18.4M.
  • Axa first reported a position in Eversource Energy in Q2 2013 and held it in 49 quarters.
  • Axa's Eversource Energy position peaked at $60.8M in Q4 2017.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.