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Heritage Financial Services’s Eversource Energy ES Stock Holding History

Heritage Financial Services’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 		$623K Sell
9,260
-181
-2% -$12.7K 0.05% 59
2025
Q3 		$672K Buy
9,441
+9
+0.1% +$590 0.06% 60
2025
Q2 		$600K Hold
9,432
– – 0.06% 60
2025
Q1 		$586K Hold
9,432
– – 0.06% 59
2024
Q4 		$542K Hold
9,432
– – 0.07% 65
2024
Q3 		$642K Sell
9,432
-1,329
-12% -$85.9K 0.09% 51
2024
Q2 		$610K Sell
10,761
-746
-6% -$44.2K 0.09% 52
2024
Q1 		$688K Buy
11,507
+1,272
+12% +$73.1K 0.1% 48
2023
Q4 		$632K Sell
10,235
-250
-2% -$14.4K 0.11% 51
2023
Q3 		$610K Hold
10,485
– – 0.12% 40
2023
Q2 		$744K Sell
10,485
-1,456
-12% -$108K 0.15% 34
2023
Q1 		$935K Hold
11,941
– – 0.2% 25
2022
Q4 		$1M Sell
11,941
-301
-2% -$23.9K 0.25% 24
2022
Q3 		$954K Buy
12,242
+66
+0.5% +$5.82K 0.58% 18
2022
Q2 		$1.03M Sell
12,176
-16
-0.1% -$1.42K 0.57% 17
2022
Q1 		$1.07M Buy
12,192
+142
+1% +$12.1K 0.7% 20
2021
Q4 		$1.1M Buy
+12,050
New +$1.04M 0.86% 18

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

Heritage Financial Services's ES Position: Q4 2025 in Review

Heritage Financial Services reduced its Eversource Energy (ES) stake by 1.9% in Q4 2025, selling an estimated $12.7K and leaving 9,260 shares worth $623K. The position accounts for 0.05% of the portfolio, ranked #59.

Heritage Financial Services first reported a position in ES in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q4 2021. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Heritage Financial Services held 9,260 shares of Eversource Energy worth $623K as of Q4 2025.
  • Heritage Financial Services sold 181 Eversource Energy shares in Q4 2025, an estimated $12.7K.
  • Eversource Energy made up 0.05% of Heritage Financial Services's portfolio in Q4 2025, its #59 holding.
  • Heritage Financial Services first reported a position in Eversource Energy in Q4 2021 and has held it in 17 quarters since.
  • Heritage Financial Services's Eversource Energy position peaked at $1.1M in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.