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Flaharty Asset Management’s Eversource Energy ES Stock Holding History

Flaharty 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
Q2 		– Sell
-1,475
Closed -$91.6K – 229
2025
Q1 		$91.6K Buy
+1,475
New +$88K 0.01% 166
2024
Q4 		– Sell
-1,475
Closed -$100K – 212
2024
Q3 		$100K Buy
+1,475
New +$95.3K 0.01% 160
2023
Q4 		– Sell
-1,475
Closed -$85.8K – 210
2023
Q3 		$85.8K Buy
+1,475
New +$98.3K 0.01% 161

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Flaharty Asset Management's ES Position: Q2 2025 in Review

Flaharty Asset Management sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 1,475 shares — an estimated $91.6K sold.

Flaharty Asset Management first reported a position in ES in Q3 2023 and held it in 3 quarters. The position peaked at $100K in Q3 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Flaharty Asset Management reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 1,475 Eversource Energy shares in Q2 2025, an estimated $91.6K.
  • Flaharty Asset Management first reported a position in Eversource Energy in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's Eversource Energy position peaked at $100K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.