Custom Index Systems’s Eversource Energy ES Stock Holding History

Custom Index Systems’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	-3,810	Closed	-$219K	–	303
2024 Q4	$219K	Buy	+3,810	New	+$237K	0.12%	223

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Custom Index Systems's ES Position: Q1 2025 in Review

Custom Index Systems sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 3,810 shares — an estimated $219K sold.

Custom Index Systems first reported a position in ES in Q4 2024 and held it in 1 quarter. The position peaked at $219K in Q4 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

Custom Index Systems reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
Custom Index Systems sold 3,810 Eversource Energy shares in Q1 2025, an estimated $219K.
Custom Index Systems first reported a position in Eversource Energy in Q4 2024 and held it in 1 quarter.
Custom Index Systems's Eversource Energy position peaked at $219K in Q4 2024.
885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Custom Index Systems's 13F filing for Q1 2025, filed 14 May 2025.