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Capital A Wealth Management’s Eversource Energy ES Stock Holding History

Capital A Wealth Management’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
-12
Closed -$745 – 574
2025
Q1 		$745 Sell
12
-7
-37% -$418 ﹤0.01% 571
2024
Q4 		$1.09K Buy
+19
New +$1.18K ﹤0.01% 549

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Capital A Wealth Management's ES Position: Q2 2025 in Review

Capital A Wealth Management sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 12 shares — an estimated $745 sold.

Capital A Wealth Management first reported a position in ES in Q4 2024 and held it in 2 quarters. The position peaked at $1.09K in Q4 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Capital A Wealth Management reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 12 Eversource Energy shares in Q2 2025, an estimated $745.
  • Capital A Wealth Management first reported a position in Eversource Energy in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Eversource Energy position peaked at $1.09K in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.