Financial Gravity Asset Management’s Eversource Energy ES Stock Holding History

Financial Gravity Asset 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 Q4	–	Sell	-46	Closed	-$3.27K	–	815
2025 Q3	$3.27K	Buy	+46	New	+$3.02K	﹤0.01%	727
2019 Q4	–	Sell	-37	Closed	-$3K	–	1462
2019 Q3	$3K	Buy	+37	New	+$2.94K	﹤0.01%	796
2018 Q2	–	Sell	-6	Closed	–	–	1465
2018 Q1	$0	Buy	+6	New	+$355	﹤0.01%	1420

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Financial Gravity Asset Management's ES Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 46 shares — an estimated $3.27K sold.

Financial Gravity Asset Management first reported a position in ES in Q1 2018 and held it in 3 quarters. The position peaked at $3.27K in Q3 2025. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Financial Gravity Asset Management reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Financial Gravity Asset Management sold 46 Eversource Energy shares in Q4 2025, an estimated $3.27K.
Financial Gravity Asset Management first reported a position in Eversource Energy in Q1 2018 and held it in 3 quarters.
Financial Gravity Asset Management's Eversource Energy position peaked at $3.27K in Q3 2025.
1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.