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Global Financial Private Client’s Eversource Energy ES Stock Holding History

Global Financial Private Client’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
-26
Closed -$1.61K – 651
2025
Q1 		$1.61K Buy
26
+19
+271% +$1.13K ﹤0.01% 924
2024
Q4 		$402 Buy
+7
New +$436 ﹤0.01% 1019
2024
Q2 		– Sell
-31
Closed -$1.82K – 696
2024
Q1 		$1.82K Buy
+31
New +$1.78K ﹤0.01% 597
2023
Q2 		– Sell
-318
Closed -$24.6K – 682
2023
Q1 		$24.6K Buy
+318
New +$25.1K 0.01% 353
2020
Q2 		– Sell
-402
Closed -$33.3K – 515
2020
Q1 		$30.5K Hold
402
– – 0.03% 267
2019
Q4 		$34.2K Buy
+402
New +$33.4K 0.03% 284

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

Global Financial Private Client's ES Position: Q2 2025 in Review

Global Financial Private Client sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 26 shares — an estimated $1.61K sold.

Global Financial Private Client first reported a position in ES in Q4 2019 and held it in 6 quarters. The position peaked at $34.2K in Q4 2019. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Global Financial Private Client reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 26 Eversource Energy shares in Q2 2025, an estimated $1.61K.
  • Global Financial Private Client first reported a position in Eversource Energy in Q4 2019 and held it in 6 quarters.
  • Global Financial Private Client's Eversource Energy position peaked at $34.2K in Q4 2019.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.