Border to Coast Pensions Partnership’s Eversource Energy ES Stock Holding History

Border to Coast Pensions Partnership’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 Q1	–	Sell	-270,834	Closed	-$15.5M	–	84
2024 Q4	$15.5M	Hold	270,834	–	–	0.3%	73
2024 Q3	$18.4M	Buy	270,834 +11,554	+4%	+$747K	0.38%	72
2024 Q2	$14.7M	Sell	259,280 -9,233	-3%	-$547K	0.35%	74
2024 Q1	$16M	Hold	268,513	–	–	0.36%	72
2023 Q4	$16.6M	Hold	268,513	–	–	0.4%	71
2023 Q3	$15.4M	Hold	268,513	–	–	0.41%	72
2023 Q2	$19M	Hold	268,513	–	–	0.48%	71
2023 Q1	$21M	Buy	268,513 +45,137	+20%	+$3.57M	0.56%	65
2022 Q4	$18.7M	Hold	223,376	–	–	0.6%	68
2022 Q3	$17.4M	Hold	223,376	–	–	0.56%	66
2022 Q2	$18.9M	Buy	223,376 +29,416	+15%	+$2.61M	0.59%	70
2022 Q1	$17.1M	Sell	193,960 -3,031	-2%	-$259K	0.49%	73
2021 Q4	$17.9M	Hold	196,991	–	–	0.6%	58
2021 Q3	$17.8M	Hold	196,991	–	–	0.61%	58
2021 Q2	$15.9M	Buy	+196,991	New	+$16.6M	0.56%	68

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Border to Coast Pensions Partnership's ES Position: Q1 2025 in Review

Border to Coast Pensions Partnership sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 270,834 shares — an estimated $15.5M sold.

Border to Coast Pensions Partnership first reported a position in ES in Q2 2021 and held it in 15 quarters. The position peaked at $21M in Q1 2023. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

Border to Coast Pensions Partnership reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
Border to Coast Pensions Partnership sold 270,834 Eversource Energy shares in Q1 2025, an estimated $15.5M.
Border to Coast Pensions Partnership first reported a position in Eversource Energy in Q2 2021 and held it in 15 quarters.
Border to Coast Pensions Partnership's Eversource Energy position peaked at $21M in Q1 2023.
885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Border to Coast Pensions Partnership's 13F filing for Q1 2025, filed 24 Apr 2025.