Bensler’s Eversource Energy ES Stock Holding History

Bensler’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	-5,560	Closed	-$345K	–	173
2025 Q1	$345K	Sell	5,560 -8	-0.1%	-$477	0.04%	121
2024 Q4	$320K	Hold	5,568	–	–	0.04%	127
2024 Q3	$379K	Hold	5,568	–	–	0.05%	117
2024 Q2	$316K	Buy	+5,568	New	+$330K	0.04%	127

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

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

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

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

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

Bensler's ES Position: Q2 2025 in Review

Bensler sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 5,560 shares — an estimated $345K sold.

Bensler first reported a position in ES in Q2 2024 and held it in 4 quarters. The position peaked at $379K in Q3 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

Bensler reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
Bensler sold 5,560 Eversource Energy shares in Q2 2025, an estimated $345K.
Bensler first reported a position in Eversource Energy in Q2 2024 and held it in 4 quarters.
Bensler's Eversource Energy position peaked at $379K in Q3 2024.
933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Bensler's 13F filing for Q2 2025, filed 6 Aug 2025.