GWN Securities’s Eversource Energy ES Stock Holding History

GWN Securities’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	-8,198	Closed	-$504K	–	503
2025 Q1	$504K	Buy	+8,198	New	+$489K	0.03%	458

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

GWN Securities's ES Position: Q2 2025 in Review

GWN Securities sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 8,198 shares — an estimated $504K sold.

GWN Securities first reported a position in ES in Q1 2025 and held it in 1 quarter. The position peaked at $504K in Q1 2025. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

GWN Securities reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
GWN Securities sold 8,198 Eversource Energy shares in Q2 2025, an estimated $504K.
GWN Securities first reported a position in Eversource Energy in Q1 2025 and held it in 1 quarter.
GWN Securities's Eversource Energy position peaked at $504K in Q1 2025.
933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.