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Consilium Wealth Advisory’s Eversource Energy ES Stock Holding History

Consilium Wealth Advisory’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
-4,887
Closed -$281K – 89
2024
Q4 		$281K Sell
4,887
-385
-7% -$24K 0.13% 80
2024
Q3 		$359K Hold
5,272
– – 0.2% 67
2024
Q2 		$299K Buy
+5,272
New +$313K 0.16% 73

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

Consilium Wealth Advisory's ES Position: Q1 2025 in Review

Consilium Wealth Advisory sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 4,887 shares — an estimated $281K sold.

Consilium Wealth Advisory first reported a position in ES in Q2 2024 and held it in 3 quarters. The position peaked at $359K in Q3 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Consilium Wealth Advisory reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Consilium Wealth Advisory sold 4,887 Eversource Energy shares in Q1 2025, an estimated $281K.
  • Consilium Wealth Advisory first reported a position in Eversource Energy in Q2 2024 and held it in 3 quarters.
  • Consilium Wealth Advisory's Eversource Energy position peaked at $359K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Consilium Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.