Everett Harris & Co’s Eversource Energy ES Stock Holding History

Everett Harris & Co’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 Q3	–	Sell	-7,700	Closed	-$490K	–	331
2025 Q2	$490K	Hold	7,700	–	–	0.01%	223
2025 Q1	$478K	Sell	7,700 -393	-5%	-$23.4K	0.01%	212
2024 Q4	$465K	Buy	8,093 +4,500	+125%	+$280K	0.01%	201
2024 Q3	$245K	Buy	+3,593	New	+$232K	﹤0.01%	253

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Everett Harris & Co's ES Position: Q3 2025 in Review

Everett Harris & Co sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 7,700 shares — an estimated $490K sold.

Everett Harris & Co first reported a position in ES in Q3 2024 and held it in 4 quarters. The position peaked at $490K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Everett Harris & Co reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
Everett Harris & Co sold 7,700 Eversource Energy shares in Q3 2025, an estimated $490K.
Everett Harris & Co first reported a position in Eversource Energy in Q3 2024 and held it in 4 quarters.
Everett Harris & Co's Eversource Energy position peaked at $490K in Q2 2025.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Everett Harris & Co's 13F filing for Q3 2025, filed 3 Nov 2025.