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BTG Pactual Asset Management US’s Eversource Energy ES Stock Holding History

BTG Pactual Asset Management US’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
Q4 		– Sell
-28,414
Closed -$2.02M – 266
2025
Q3 		$2.02M Buy
+28,414
New +$1.86M 0.09% 78
2025
Q1 		– Sell
-56,909
Closed -$3.27M – 298
2024
Q4 		$3.27M Sell
56,909
-52,955
-48% -$3.3M 0.34% 74
2024
Q3 		$7.48M Buy
109,864
+75,000
+215% +$4.85M 0.64% 44
2024
Q2 		$1.98M Buy
+34,864
New +$2.07M 0.29% 70

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BTG Pactual Asset Management US's ES Position: Q4 2025 in Review

BTG Pactual Asset Management US sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 28,414 shares — an estimated $2.02M sold.

BTG Pactual Asset Management US first reported a position in ES in Q2 2024 and held it in 4 quarters. The position peaked at $7.48M in Q3 2024. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • BTG Pactual Asset Management US reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 28,414 Eversource Energy shares in Q4 2025, an estimated $2.02M.
  • BTG Pactual Asset Management US first reported a position in Eversource Energy in Q2 2024 and held it in 4 quarters.
  • BTG Pactual Asset Management US's Eversource Energy position peaked at $7.48M in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on BTG Pactual Asset Management US's 13F filing for Q4 2025, filed 17 Feb 2026.