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Castleview Partners’s Eversource Energy ES Stock Holding History

Castleview Partners’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
-196
Closed -$11.2K – 290
2024
Q4 		$11.2K Hold
196
– – 0.01% 566
2024
Q3 		$13.3K Hold
196
– – 0.01% 514
2024
Q2 		$11.1K Buy
196
+111
+131% +$6.58K 0.01% 506
2024
Q1 		$5.08K Hold
85
– – ﹤0.01% 632
2023
Q4 		$5.25K Buy
85
+4
+5% +$231 ﹤0.01% 578
2023
Q3 		$4.71K Hold
81
– – ﹤0.01% 492
2023
Q2 		$5.75K Hold
81
– – 0.01% 494
2023
Q1 		$6.34K Hold
81
– – 0.01% 474
2022
Q4 		$6.79K Hold
81
– – 0.01% 415
2022
Q3 		$6K Buy
81
+49
+153% +$4.32K 0.01% 433
2022
Q2 		$2.9K Sell
32
-49
-60% -$4.35K ﹤0.01% 603
2022
Q1 		$7K Buy
+81
New +$6.93K ﹤0.01% 533
2021
Q2 		$11K Buy
+135
New +$11.4K ﹤0.01% 663

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Castleview Partners's ES Position: Q1 2025 in Review

Castleview Partners sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 196 shares — an estimated $11.2K sold.

Castleview Partners first reported a position in ES in Q2 2021 and held it in 13 quarters. The position peaked at $13.3K in Q3 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Castleview Partners reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 196 Eversource Energy shares in Q1 2025, an estimated $11.2K.
  • Castleview Partners first reported a position in Eversource Energy in Q2 2021 and held it in 13 quarters.
  • Castleview Partners's Eversource Energy position peaked at $13.3K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.