Garde Capital’s Eversource Energy ES Stock Holding History

Garde Capital’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	-283	Closed	-$18K	–	431
2025 Q2	$18K	Hold	283	–	–	﹤0.01%	452
2025 Q1	$17.6K	Buy	+283	New	+$16.9K	﹤0.01%	438

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

Garde Capital's ES Position: Q3 2025 in Review

Garde Capital sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 283 shares — an estimated $18K sold.

Garde Capital first reported a position in ES in Q1 2025 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

Garde Capital reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 283 Eversource Energy shares in Q3 2025, an estimated $18K.
Garde Capital first reported a position in Eversource Energy in Q1 2025 and held it in 2 quarters.
Garde Capital's Eversource Energy position peaked at $18K in Q2 2025.
989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.