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Guerra Advisors’s Eversource Energy ES Stock Holding History

Guerra Advisors’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 		$719 Buy
+10
New +$656 ﹤0.01% 749

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

Guerra Advisors's ES Position: Q3 2025 in Review

Guerra Advisors opened a new position in Eversource Energy (ES) in Q3 2025: 10 shares worth $719. The stake represents ﹤0.01% of the portfolio and ranks #749 among its holdings.

990 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Guerra Advisors held 10 shares of Eversource Energy worth $719 as of Q3 2025.
  • Eversource Energy was a new Guerra Advisors position in Q3 2025.
  • Eversource Energy made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #749 holding.
  • 990 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.