BFG
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Bleakley Financial Group’s Eversource Energy ES Stock Holding History

Bleakley Financial Group’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
2026
Q1 		$759K Buy
+10,949
New +$774K 0.01% 573
2025
Q1 		– Sell
-4,734
Closed -$272K – 652
2024
Q4 		$272K Sell
4,734
-98
-2% -$6.11K 0.01% 837
2024
Q3 		$329K Sell
4,832
-369
-7% -$23.8K 0.01% 735
2024
Q2 		$295K Sell
5,201
-674
-11% -$40K 0.01% 755
2024
Q1 		$351K Sell
5,875
-776
-12% -$44.6K 0.01% 715
2023
Q4 		$411K Buy
6,651
+443
+7% +$25.5K 0.01% 646
2023
Q3 		$361K Sell
6,208
-3,318
-35% -$221K 0.01% 626
2023
Q2 		$676K Sell
9,526
-175
-2% -$13K 0.02% 510
2023
Q1 		$759K Buy
9,701
+577
+6% +$45.6K 0.03% 455
2022
Q4 		$765K Buy
+9,124
New +$724K 0.03% 435

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VCM
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VPM
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return