HCA
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Heck Capital Advisors’s Eversource Energy ES Stock Holding History

Heck Capital 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
Q1 		– Sell
-10
Closed -$574 – 422
2024
Q4 		$574 Buy
+10
New +$623 ﹤0.01% 747

Other funds holding ES

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Heck Capital Advisors's ES Position: Q1 2025 in Review

Heck Capital Advisors sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 10 shares — an estimated $574 sold.

Heck Capital Advisors first reported a position in ES in Q4 2024 and held it in 1 quarter. The position peaked at $574 in Q4 2024. 889 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Heck Capital Advisors reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 10 Eversource Energy shares in Q1 2025, an estimated $574.
  • Heck Capital Advisors first reported a position in Eversource Energy in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Eversource Energy position peaked at $574 in Q4 2024.
  • 889 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.