Beacon Capital Management LLC (Tennessee)’s Eversource Energy ES Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-56	Closed	-$3.53K	–	390
2025 Q2	$3.53K	Buy	56 +1	+2%	+$62	﹤0.01%	816
2025 Q1	$3.41K	Buy	55 +1	+2%	+$60	﹤0.01%	843
2024 Q4	$3.12K	Hold	54	–	–	﹤0.01%	810
2024 Q3	$3.65K	Hold	54	–	–	﹤0.01%	881
2024 Q2	$3.04K	Buy	54 +1	+2%	+$59	﹤0.01%	800
2024 Q1	$3.17K	Buy	+53	New	+$3.05K	﹤0.01%	796
2023 Q4	–	Sell	-144	Closed	-$10.2K	–	1002
2023 Q3	$10.2K	Hold	144	–	–	﹤0.01%	563
2023 Q2	$10.2K	Buy	+144	New	+$10.7K	﹤0.01%	563

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s ES Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 56 shares — an estimated $3.53K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ES in Q2 2023 and held it in 8 quarters. The position peaked at $10.2K in Q3 2023. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 56 Eversource Energy shares in Q3 2025, an estimated $3.53K.
Beacon Capital Management LLC (Tennessee) first reported a position in Eversource Energy in Q2 2023 and held it in 8 quarters.
Beacon Capital Management LLC (Tennessee)'s Eversource Energy position peaked at $10.2K in Q3 2023.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.