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B. Riley Wealth Advisors’s Eversource Energy ES Stock Holding History

B. Riley Wealth Advisors’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
-3,848
Closed -$239K – 1139
2025
Q1 		$239K Sell
3,848
-1,084
-22% -$64.7K 0.01% 1080
2024
Q4 		$283K Sell
4,932
-1,022
-17% -$63.7K 0.01% 891
2024
Q3 		$404K Buy
5,954
+458
+8% +$29.6K 0.01% 827
2024
Q2 		$312K Buy
5,496
+1,711
+45% +$101K 0.01% 1018
2024
Q1 		$220K Sell
3,785
-590
-13% -$33.9K 0.01% 1219
2023
Q4 		$270K Buy
4,375
+590
+16% +$34K 0.01% 1106
2023
Q3 		$220K Sell
3,785
-5,166
-58% -$344K 0.01% 1219
2023
Q2 		$635K Sell
8,951
-528
-6% -$39.3K 0.01% 750
2023
Q1 		$742K Sell
9,479
-4,173
-31% -$330K 0.02% 650
2022
Q4 		$1.14M Buy
13,652
+3,852
+39% +$306K 0.03% 491
2022
Q3 		$765K Buy
9,800
+948
+11% +$83.5K 0.02% 591
2022
Q2 		$748K Buy
8,852
+117
+1% +$10.4K 0.03% 504
2022
Q1 		$771K Sell
8,735
-1,742
-17% -$149K 0.03% 569
2021
Q4 		$954K Sell
10,477
-18
-0.2% -$1.55K 0.03% 543
2021
Q3 		$855K Buy
10,495
+43
+0.4% +$3.73K 0.03% 575
2021
Q2 		$858K Sell
10,452
-188
-2% -$15.8K 0.03% 566
2021
Q1 		$922K Buy
10,640
+3,342
+46% +$284K 0.03% 504
2020
Q4 		$632K Buy
7,298
+285
+4% +$25.4K 0.03% 460
2020
Q3 		$585K Buy
7,013
+190
+3% +$16.3K 0.03% 479
2020
Q2 		$568K Sell
6,823
-3,156
-32% -$261K 0.04% 411
2020
Q1 		$781K Buy
+9,979
New +$875K 0.07% 283
2015
Q1 		– Sell
-2,222
Closed -$119K – 989
2014
Q4 		$119K Buy
+2,222
New +$111K ﹤0.01% 1624
2014
Q3 		– Sell
-2,222
Closed -$105K – 1011
2014
Q2 		$105K Hold
2,222
– – 0.02% 696
2014
Q1 		$101K Hold
2,222
– – 0.03% 612
2013
Q4 		$94K Sell
2,222
-812
-27% -$34.1K 0.03% 562
2013
Q3 		$125K Sell
3,034
-9
-0.3% -$381 0.04% 483
2013
Q2 		$128K Buy
+3,043
New +$132K 0.04% 477

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

B. Riley Wealth Advisors's ES Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 3,848 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in ES in Q2 2013 and held it in 27 quarters. The position peaked at $1.14M in Q4 2022. 932 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 3,848 Eversource Energy shares in Q2 2025, an estimated $239K.
  • B. Riley Wealth Advisors first reported a position in Eversource Energy in Q2 2013 and held it in 27 quarters.
  • B. Riley Wealth Advisors's Eversource Energy position peaked at $1.14M in Q4 2022.
  • 932 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.