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Dynasty Wealth Management’s Eversource Energy ES Stock Holding History

Dynasty 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
Q1 		– Sell
-4,414
Closed -$253K – 252
2024
Q4 		$253K Buy
4,414
+55
+1% +$3.43K ﹤0.01% 235
2024
Q3 		$297K Sell
4,359
-19
-0.4% -$1.23K 0.01% 201
2024
Q2 		$248K Buy
4,378
+246
+6% +$14.6K 0.01% 225
2024
Q1 		$247K Buy
+4,132
New +$238K 0.01% 235

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

Dynasty Wealth Management's ES Position: Q1 2025 in Review

Dynasty Wealth Management sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 4,414 shares — an estimated $253K sold.

Dynasty Wealth Management first reported a position in ES in Q1 2024 and held it in 4 quarters. The position peaked at $297K in Q3 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Dynasty Wealth Management reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 4,414 Eversource Energy shares in Q1 2025, an estimated $253K.
  • Dynasty Wealth Management first reported a position in Eversource Energy in Q1 2024 and held it in 4 quarters.
  • Dynasty Wealth Management's Eversource Energy position peaked at $297K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Dynasty Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.