Cerro Pacific Wealth Advisors’s Eversource Energy ES Stock Holding History

Cerro Pacific Wealth Advisors’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	-3,083	Closed	-$219K	–	160
2025 Q3	$219K	Sell	3,083 -353	-10%	-$23.1K	0.06%	152
2025 Q2	$219K	Sell	3,436 -363	-10%	-$22.4K	0.06%	153
2025 Q1	$218K	Sell	3,799 -476	-11%	-$28.4K	0.07%	149
2024 Q4	$291K	Sell	4,275 -134	-3%	-$8.35K	0.1%	130
2024 Q3	$250K	Hold	4,409	–	–	0.09%	134
2024 Q2	$250K	Buy	+4,409	New	+$261K	0.1%	135
2023 Q1	$238K	Buy	+3,037	New	+$240K	0.13%	130
2021 Q4	–	Sell	-7,515	Closed	-$614K	–	122
2021 Q3	$614K	Sell	7,515 -4,114	-35%	-$357K	0.44%	77
2021 Q2	$933K	Buy	+11,629	New	+$979K	0.69%	42
2020 Q4	$923K	Buy	+10,663	New	+$950K	0.55%	56

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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 Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cerro Pacific Wealth Advisors's ES Position: Q4 2025 in Review

Cerro Pacific Wealth Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 3,083 shares — an estimated $219K sold.

Cerro Pacific Wealth Advisors first reported a position in ES in Q4 2020 and held it in 10 quarters. The position peaked at $933K in Q2 2021. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Cerro Pacific Wealth Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Cerro Pacific Wealth Advisors sold 3,083 Eversource Energy shares in Q4 2025, an estimated $219K.
Cerro Pacific Wealth Advisors first reported a position in Eversource Energy in Q4 2020 and held it in 10 quarters.
Cerro Pacific Wealth Advisors's Eversource Energy position peaked at $933K in Q2 2021.
1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.