Clarius Group LLC’s Eversource Energy ES Stock Holding History

Clarius Group LLC’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	$218K	Buy	3,235 +3	+0.1%	+$211	0.01%	362
2025 Q3	$230K	Sell	3,232 -1,309	-29%	-$85.8K	0.01%	354
2025 Q2	$289K	Sell	4,541 -342	-7%	-$21.1K	0.02%	361
2025 Q1	$303K	Buy	4,883 +158	+3%	+$9.43K	0.02%	352
2024 Q4	$271K	Buy	4,725 +124	+3%	+$7.73K	0.02%	342
2024 Q3	$313K	Sell	4,601 -164	-3%	-$10.6K	0.02%	308
2024 Q2	$270K	Sell	4,765 -238	-5%	-$14.1K	0.02%	339
2024 Q1	$299K	Buy	+5,003	New	+$288K	0.02%	334
2023 Q2	–	Sell	-2,801	Closed	-$219K	–	497
2023 Q1	$219K	Sell	2,801 -212	-7%	-$16.7K	0.02%	465
2022 Q4	$253K	Buy	+3,013	New	+$239K	0.02%	425

Other funds holding ES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clarius Group LLC's ES Position: Q4 2025 in Review

Clarius Group LLC increased its Eversource Energy (ES) stake by 0.09% in Q4 2025, buying an estimated $211 and bringing the position to 3,235 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #362.

Clarius Group LLC first reported a position in ES in Q4 2022 and has held it in 10 quarters since. The position peaked at $313K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Clarius Group LLC held 3,235 shares of Eversource Energy worth $218K as of Q4 2025.
Clarius Group LLC bought 3 Eversource Energy shares in Q4 2025, an estimated $211.
Eversource Energy made up 0.01% of Clarius Group LLC's portfolio in Q4 2025, its #362 holding.
Clarius Group LLC first reported a position in Eversource Energy in Q4 2022 and has held it in 10 quarters since.
Clarius Group LLC's Eversource Energy position peaked at $313K in Q3 2024.
1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.