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Carolinas Wealth Consulting’s Eversource Energy ES Stock Holding History

Carolinas Wealth Consulting’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
-28
Closed -$1.74K – 284
2025
Q1 		$1.74K Sell
28
-18
-39% -$1.07K ﹤0.01% 834
2024
Q4 		$2.64K Buy
46
+3
+7% +$187 ﹤0.01% 771
2024
Q3 		$2.93K Buy
43
+5
+13% +$323 ﹤0.01% 749
2024
Q2 		$2.15K Hold
38
– – ﹤0.01% 783
2024
Q1 		$2.29K Buy
38
+5
+15% +$287 ﹤0.01% 772
2023
Q4 		$2.04K Hold
33
– – ﹤0.01% 732
2023
Q3 		$1.77K Sell
33
-24
-42% -$1.6K ﹤0.01% 762
2023
Q2 		$4.06K Hold
57
– – ﹤0.01% 706
2023
Q1 		$4.46K Buy
57
+24
+73% +$1.9K ﹤0.01% 705
2022
Q4 		$2.77K Hold
33
– – ﹤0.01% 777
2022
Q3 		$3K Hold
33
– – ﹤0.01% 715
2022
Q2 		$3K Hold
33
– – ﹤0.01% 720
2022
Q1 		$3K Sell
33
-139
-81% -$11.9K ﹤0.01% 757
2021
Q4 		$16K Hold
172
– – ﹤0.01% 536
2021
Q3 		$14K Hold
172
– – ﹤0.01% 535
2021
Q2 		$14K Hold
172
– – ﹤0.01% 563
2021
Q1 		$15K Buy
172
+139
+421% +$11.8K ﹤0.01% 563
2020
Q4 		$3K Sell
33
-47
-59% -$4.18K ﹤0.01% 697
2020
Q3 		$7K Buy
80
+15
+23% +$1.28K ﹤0.01% 525
2020
Q2 		$5K Buy
+65
New +$5.38K ﹤0.01% 396

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 $3.37T AUM 44.26% 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 $178B AUM 37.23% 1-Year Est. Return

Carolinas Wealth Consulting's ES Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 28 shares — an estimated $1.74K sold.

Carolinas Wealth Consulting first reported a position in ES in Q2 2020 and held it in 20 quarters. The position peaked at $16K in Q4 2021. 934 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 Eversource Energy shares in Q2 2025, an estimated $1.74K.
  • Carolinas Wealth Consulting first reported a position in Eversource Energy in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's Eversource Energy position peaked at $16K in Q4 2021.
  • 934 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.