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Coppell Advisory Solutions’s Eversource Energy ES Stock Holding History

Coppell Advisory Solutions’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
-199
Closed -$11.4K – 790
2024
Q4 		$11.4K Hold
199
– – ﹤0.01% 1069
2024
Q3 		$13.4K Hold
199
– – ﹤0.01% 996
2024
Q2 		$11.3K Buy
+199
New +$11.8K ﹤0.01% 970
2023
Q4 		$12.3K Buy
199
+41
+26% +$2.36K ﹤0.01% 886
2023
Q3 		$13.2K Hold
158
– – ﹤0.01% 565
2023
Q2 		$11K Buy
+158
New +$11.8K ﹤0.01% 668
2023
Q1 		– Sell
-158
Closed -$13.2K – 467
2022
Q4 		$13.2K Buy
+158
New +$12.5K ﹤0.01% 568

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

Coppell Advisory Solutions's ES Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 199 shares — an estimated $11.4K sold.

Coppell Advisory Solutions first reported a position in ES in Q4 2022 and held it in 7 quarters. The position peaked at $13.4K in Q3 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 199 Eversource Energy shares in Q1 2025, an estimated $11.4K.
  • Coppell Advisory Solutions first reported a position in Eversource Energy in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Eversource Energy position peaked at $13.4K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.