CIBC Private Wealth Group
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CIBC Private Wealth Group’s Eversource Energy ES Stock Holding History

CIBC Private Wealth Group’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 		$975K Buy
14,483
+162
+1% +$11.4K ﹤0.01% 710
2025
Q3 		$1.02M Buy
14,321
+1,413
+11% +$92.6K ﹤0.01% 691
2025
Q2 		$821K Sell
12,908
-4,001
-24% -$247K ﹤0.01% 706
2025
Q1 		$917K Buy
16,909
+383
+2% +$22.9K ﹤0.01% 660
2024
Q4 		$937K Buy
16,526
+111
+0.7% +$6.92K ﹤0.01% 707
2024
Q3 		$1.12M Buy
16,415
+577
+4% +$37.3K ﹤0.01% 661
2024
Q2 		$908K Buy
15,838
+1,521
+11% +$90.2K ﹤0.01% 679
2024
Q1 		$843K Buy
14,317
+314
+2% +$18.1K ﹤0.01% 705
2023
Q4 		$864K Sell
14,003
-85,932
-86% -$4.95M ﹤0.01% 663
2023
Q3 		$5.81M Sell
99,935
-112,536
-53% -$7.5M 0.01% 368
2023
Q2 		$15.1M Buy
212,471
+50,837
+31% +$3.79M 0.03% 289
2023
Q1 		$8.21M Buy
161,634
+155,206
+2,415% +$12.3M 0.02% 333
2022
Q4 		$384K Sell
6,428
-292
-4% -$23.2K ﹤0.01% 657
2022
Q3 		$524K Sell
6,720
-9,998
-60% -$881K ﹤0.01% 695
2022
Q2 		$1.41M Sell
16,718
-148,041
-90% -$13.2M ﹤0.01% 550
2022
Q1 		$14.5M Buy
164,759
+48,099
+41% +$4.11M 0.03% 288
2021
Q4 		$10.6M Sell
116,660
-125,742
-52% -$10.8M 0.02% 323
2021
Q3 		$19.8M Sell
242,402
-142,614
-37% -$12.4M 0.05% 255
2021
Q2 		$30.9M Sell
385,016
-108,575
-22% -$9.14M 0.07% 193
2021
Q1 		$42.7M Buy
493,591
+357,905
+264% +$30.4M 0.11% 162
2020
Q4 		$11.7M Buy
135,686
+40,411
+42% +$3.6M 0.03% 310
2020
Q3 		$7.96M Sell
95,275
-41,937
-31% -$3.59M 0.02% 319
2020
Q2 		$11.4M Buy
137,212
+113,799
+486% +$9.42M 0.06% 218
2020
Q1 		$1.83M Buy
23,413
+926
+4% +$81.2K 0.01% 426
2019
Q4 		$1.91M Sell
22,487
-46
-0.2% -$3.83K 0.01% 477
2019
Q3 		$1.93M Buy
22,533
+457
+2% +$36.3K 0.01% 467
2019
Q2 		$1.67M Buy
22,076
+1,078
+5% +$78.9K 0.01% 495
2019
Q1 		$1.49M Sell
20,998
-2,435
-10% -$168K 0.01% 517
2018
Q4 		$1.52M Sell
23,433
-189
-0.8% -$12.3K 0.01% 492
2018
Q3 		$1.45M Sell
23,622
-1,292
-5% -$79.1K 0.01% 597
2018
Q2 		$1.46M Buy
24,914
+901
+4% +$51.9K 0.01% 578
2018
Q1 		$1.41M Buy
24,013
+20
+0.1% +$1.18K 0.01% 578
2017
Q4 		$1.52M Sell
23,993
-3,152
-12% -$199K 0.01% 581
2017
Q3 		$1.64M Buy
27,145
+3
+0% +$185 0.01% 532
2017
Q2 		$1.65M Buy
27,142
+68
+0.3% +$4.13K 0.01% 409
2017
Q1 		$1.59M Sell
27,074
-383
-1% -$21.8K 0.01% 401
2016
Q4 		$1.52M Buy
27,457
+409
+2% +$21.9K 0.01% 411
2016
Q3 		$1.47M Sell
27,048
-2,614
-9% -$148K 0.01% 402
2016
Q2 		$1.78M Sell
29,662
-4,919
-14% -$278K 0.01% 374
2016
Q1 		$2.02M Sell
34,581
-1,307
-4% -$71.3K 0.02% 351
2015
Q4 		$1.83M Sell
35,888
-997
-3% -$50.7K 0.01% 365
2015
Q3 		$1.87M Buy
36,885
+893
+2% +$43K 0.02% 361
2015
Q2 		$1.64M Buy
35,992
+1,791
+5% +$86.8K 0.01% 395
2015
Q1 		$1.73M Sell
34,201
-8,875
-21% -$467K 0.01% 394
2014
Q4 		$2.31M Buy
43,076
+2,143
+5% +$107K 0.02% 358
2014
Q3 		$1.81M Buy
40,933
+7,741
+23% +$348K 0.01% 381
2014
Q2 		$1.57M Buy
33,192
+694
+2% +$31.8K 0.01% 384
2014
Q1 		$1.46M Buy
+32,498
New +$1.42M 0.01% 394

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

CIBC Private Wealth Group's ES Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Eversource Energy (ES) stake by 1.1% in Q4 2025, buying an estimated $11.4K and bringing the position to 14,483 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #710.

CIBC Private Wealth Group first reported a position in ES in Q1 2014 and has held it in 48 quarters since. The position peaked at $42.7M in Q1 2021. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • CIBC Private Wealth Group held 14,483 shares of Eversource Energy worth $975K as of Q4 2025.
  • CIBC Private Wealth Group bought 162 Eversource Energy shares in Q4 2025, an estimated $11.4K.
  • Eversource Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #710 holding.
  • CIBC Private Wealth Group first reported a position in Eversource Energy in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Eversource Energy position peaked at $42.7M in Q1 2021.
  • 1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.