Capital Fund Management (CFM)
ES icon

Capital Fund Management (CFM)’s Eversource Energy ES Stock Holding History

Capital Fund Management (CFM)’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
2024
Q3 		– Sell
-42,100
Closed -$2.39M – 2020
2024
Q2 		$2.39M Sell
42,100
-62,800
-60% -$3.72M 0.01% 1297
2024
Q1 		$6.27M Sell
104,900
-44,700
-30% -$2.57M 0.02% 948
2023
Q4 		$9.23M Buy
+149,600
New +$8.62M 0.02% 819

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 Fund Management (CFM)'s ES Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 74,558 shares — an estimated $4.63M sold.

Capital Fund Management (CFM) first reported a position in ES in Q3 2013 and held it in 7 quarters. The position peaked at $9.57M in Q3 2013. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Capital Fund Management (CFM) reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 74,558 Eversource Energy shares in Q2 2025, an estimated $4.63M.
  • Capital Fund Management (CFM) first reported a position in Eversource Energy in Q3 2013 and held it in 7 quarters.
  • Capital Fund Management (CFM)'s Eversource Energy position peaked at $9.57M in Q3 2013.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.