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Compass Wealth Management’s Eversource Energy ES Stock Holding History

Compass Wealth Management’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
-119
Closed -$7.39K – 224
2025
Q1 		$7.39K Hold
119
– – ﹤0.01% 364
2024
Q4 		$6.83K Hold
119
– – ﹤0.01% 358
2024
Q3 		$8.1K Hold
119
– – ﹤0.01% 356
2024
Q2 		$6.75K Hold
119
– – ﹤0.01% 367
2024
Q1 		$7.11K Hold
119
– – ﹤0.01% 359
2023
Q4 		$7.34K Hold
119
– – ﹤0.01% 351
2023
Q3 		$6.92K Hold
119
– – ﹤0.01% 360
2023
Q2 		$8.44K Hold
119
– – ﹤0.01% 363
2023
Q1 		$9.31K Hold
119
– – ﹤0.01% 364
2022
Q4 		$9.98K Buy
+119
New +$9.44K ﹤0.01% 351

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
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 $156B AUM 27.51% 1-Year Est. Return

Compass Wealth Management's ES Position: Q2 2025 in Review

Compass Wealth Management sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 119 shares — an estimated $7.39K sold.

Compass Wealth Management first reported a position in ES in Q4 2022 and held it in 10 quarters. The position peaked at $9.98K in Q4 2022. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Compass Wealth Management reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 119 Eversource Energy shares in Q2 2025, an estimated $7.39K.
  • Compass Wealth Management first reported a position in Eversource Energy in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Eversource Energy position peaked at $9.98K in Q4 2022.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.