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AXQ Capital’s Eversource Energy ES Stock Holding History

AXQ Capital’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
-14,172
Closed -$880K – 629
2025
Q1 		$880K Buy
+14,172
New +$846K 0.35% 72
2024
Q3 		– Sell
-33,036
Closed -$1.87M – 479
2024
Q2 		$1.87M Buy
33,036
+29,636
+872% +$1.76M 0.44% 61
2024
Q1 		$203K Sell
3,400
-12,100
-78% -$696K 0.05% 514
2023
Q4 		$957K Buy
+15,500
New +$894K 0.25% 126

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

AXQ Capital's ES Position: Q2 2025 in Review

AXQ Capital sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 14,172 shares — an estimated $880K sold.

AXQ Capital first reported a position in ES in Q4 2023 and held it in 4 quarters. The position peaked at $1.87M in Q2 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • AXQ Capital reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • AXQ Capital sold 14,172 Eversource Energy shares in Q2 2025, an estimated $880K.
  • AXQ Capital first reported a position in Eversource Energy in Q4 2023 and held it in 4 quarters.
  • AXQ Capital's Eversource Energy position peaked at $1.87M in Q2 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on AXQ Capital's 13F filing for Q2 2025, filed 12 Aug 2025.