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Barry Investment Advisors’s Eversource Energy ES Stock Holding History

Barry Investment 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
-5,411
Closed -$336K – 106
2025
Q1 		$336K Hold
5,411
– – 0.09% 81
2024
Q4 		$311K Buy
5,411
+1
+0% +$62 0.1% 86
2024
Q3 		$368K Buy
5,410
+1
+0% +$65 0.11% 80
2024
Q2 		$307K Buy
5,409
+2
+0% +$119 0.1% 89
2024
Q1 		$327K Hold
5,407
– – 0.11% 88
2023
Q4 		$334K Hold
5,407
– – 0.11% 82
2023
Q3 		$314K Sell
5,407
-59
-1% -$3.93K 0.11% 84
2023
Q2 		$388K Sell
5,466
-60
-1% -$4.47K 0.13% 84
2023
Q1 		$433K Sell
5,526
-15
-0.3% -$1.19K 0.14% 82
2022
Q4 		$465K Buy
5,541
+4
+0.1% +$317 0.15% 78
2022
Q3 		$432K Buy
5,537
+9
+0.2% +$793 0.15% 75
2022
Q2 		$467K Sell
5,528
-837
-13% -$74.4K 0.14% 81
2022
Q1 		$561K Buy
6,365
+66
+1% +$5.64K 0.15% 77
2021
Q4 		$573K Buy
6,299
+42
+0.7% +$3.61K 0.15% 71
2021
Q3 		$512K Buy
6,257
+46
+0.7% +$3.99K 0.14% 71
2021
Q2 		$498K Buy
6,211
+14
+0.2% +$1.18K 0.13% 72
2021
Q1 		$537K Buy
6,197
+74
+1% +$6.28K 0.15% 72
2020
Q4 		$530K Sell
6,123
-454
-7% -$40.4K 0.16% 60
2020
Q3 		$549K Buy
6,577
+45
+0.7% +$3.85K 0.19% 50
2020
Q2 		$544K Buy
6,532
+45
+0.7% +$3.73K 0.19% 45
2020
Q1 		$507K Buy
6,487
+46
+0.7% +$4.04K 0.25% 38
2019
Q4 		$548K Buy
6,441
+41
+0.6% +$3.41K 0.19% 44
2019
Q3 		$547K Buy
6,400
+40
+0.6% +$3.18K 0.2% 40
2019
Q2 		$482K Buy
6,360
+44
+0.7% +$3.22K 0.17% 46
2019
Q1 		$448K Sell
6,316
-96
-1% -$6.61K 0.14% 49
2018
Q4 		$417K Buy
6,412
+50
+0.8% +$3.26K 0.16% 53
2018
Q3 		$391K Buy
6,362
+53
+0.8% +$3.24K 0.13% 50
2018
Q2 		$370K Buy
6,309
+54
+0.9% +$3.11K 0.14% 51
2018
Q1 		$369K Buy
6,255
+54
+0.9% +$3.19K 0.14% 51
2017
Q4 		$392K Buy
6,201
+47
+0.8% +$2.97K 0.15% 52
2017
Q3 		$372K Buy
6,154
+47
+0.8% +$2.9K 0.14% 54
2017
Q2 		$371K Sell
6,107
-113
-2% -$6.86K 0.14% 53
2017
Q1 		$366K Buy
6,220
+49
+0.8% +$2.79K 0.14% 52
2016
Q4 		$341K Buy
6,171
+49
+0.8% +$2.62K 0.12% 55
2016
Q3 		$332K Buy
6,122
+49
+0.8% +$2.77K 0.11% 54
2016
Q2 		$364K Buy
6,073
+46
+0.8% +$2.6K 0.14% 52
2016
Q1 		$352K Buy
6,027
+46
+0.8% +$2.51K 0.11% 58
2015
Q4 		$305K Buy
5,981
+48
+0.8% +$2.44K 0.1% 62
2015
Q3 		$300K Buy
5,933
+50
+0.8% +$2.41K 0.1% 65
2015
Q2 		$267K Buy
5,883
+53
+0.9% +$2.57K 0.27% 35
2015
Q1 		$295K Sell
5,830
-923
-14% -$48.6K 0.09% 69
2014
Q4 		$361K Buy
+6,753
New +$337K 0.12% 63

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

Barry Investment Advisors's ES Position: Q2 2025 in Review

Barry Investment Advisors sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 5,411 shares — an estimated $336K sold.

Barry Investment Advisors first reported a position in ES in Q4 2014 and held it in 42 quarters. The position peaked at $573K in Q4 2021. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Barry Investment Advisors reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Barry Investment Advisors sold 5,411 Eversource Energy shares in Q2 2025, an estimated $336K.
  • Barry Investment Advisors first reported a position in Eversource Energy in Q4 2014 and held it in 42 quarters.
  • Barry Investment Advisors's Eversource Energy position peaked at $573K in Q4 2021.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Barry Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.