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GPS Wealth Strategies Group’s Eversource Energy ES Stock Holding History

GPS Wealth Strategies Group’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 		$18.5K Sell
275
-77
-22% -$5.41K 0.02% 324
2025
Q3 		$25K Buy
352
+75
+27% +$4.92K ﹤0.01% 839
2025
Q2 		$17.6K Buy
+277
New +$17.1K ﹤0.01% 883

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

GPS Wealth Strategies Group's ES Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Eversource Energy (ES) stake by 22% in Q4 2025, selling an estimated $5.41K and leaving 275 shares worth $18.5K. The position accounts for 0.02% of the portfolio, ranked #324.

GPS Wealth Strategies Group first reported a position in ES in Q2 2025 and has held it in 3 quarters since. The position peaked at $25K in Q3 2025. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • GPS Wealth Strategies Group held 275 shares of Eversource Energy worth $18.5K as of Q4 2025.
  • GPS Wealth Strategies Group sold 77 Eversource Energy shares in Q4 2025, an estimated $5.41K.
  • Eversource Energy made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #324 holding.
  • GPS Wealth Strategies Group first reported a position in Eversource Energy in Q2 2025 and has held it in 3 quarters since.
  • GPS Wealth Strategies Group's Eversource Energy position peaked at $25K in Q3 2025.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.