BFS
ES icon

Bard Financial Services’s Eversource Energy ES Stock Holding History

Bard Financial Services’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 		$1.37M Hold
19,205
– – 0.15% 107
2025
Q2 		$1.22M Hold
19,205
– – 0.15% 109
2025
Q1 		$1.19M Sell
19,205
-1,855
-9% -$111K 0.15% 107
2024
Q4 		$1.21M Sell
21,060
-655
-3% -$40.8K 0.15% 103
2024
Q3 		$1.48M Buy
21,715
+15,419
+245% +$996K 0.17% 96
2024
Q2 		$357K Sell
6,296
-500
-7% -$29.6K 0.04% 173
2024
Q1 		$406K Hold
6,796
– – 0.04% 169
2023
Q4 		$419K Hold
6,796
– – 0.05% 164
2023
Q3 		$395K Hold
6,796
– – 0.05% 161
2023
Q2 		$482K Sell
6,796
-230
-3% -$17.1K 0.04% 217
2023
Q1 		$550K Sell
7,026
-2,257
-24% -$178K 0.04% 208
2022
Q4 		$778K Buy
9,283
+17
+0.2% +$1.35K 0.07% 182
2022
Q3 		$722K Buy
9,266
+17
+0.2% +$1.5K 0.07% 177
2022
Q2 		$781K Sell
9,249
-1,944
-17% -$173K 0.07% 173
2022
Q1 		$982K Buy
11,193
+16
+0.1% +$1.37K 0.08% 158
2021
Q4 		$1.02M Buy
11,177
+15
+0.1% +$1.29K 0.08% 147
2021
Q3 		$913K Buy
11,162
+16
+0.1% +$1.39K 0.08% 151
2021
Q2 		$894K Buy
11,146
+16
+0.1% +$1.35K 0.08% 150
2021
Q1 		$964K Buy
11,130
+14
+0.1% +$1.19K 0.09% 141
2020
Q4 		$962K Buy
+11,116
New +$990K 0.1% 135

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bard Financial Services's ES Position: Q3 2025 in Review

Bard Financial Services held its Eversource Energy (ES) position steady in Q3 2025 at 19,205 shares worth $1.37M. The position accounts for 0.15% of the portfolio, ranked #107.

Bard Financial Services first reported a position in ES in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.48M in Q3 2024. 990 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Bard Financial Services held 19,205 shares of Eversource Energy worth $1.37M as of Q3 2025.
  • Bard Financial Services left its Eversource Energy share count unchanged in Q3 2025.
  • Eversource Energy made up 0.15% of Bard Financial Services's portfolio in Q3 2025, its #107 holding.
  • Bard Financial Services first reported a position in Eversource Energy in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Eversource Energy position peaked at $1.48M in Q3 2024.
  • 990 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.