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HRT Financial’s Eversource Energy ES Stock Holding History

HRT Financial’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
-31,130
Closed -$1.79M – 2729
2024
Q4 		$1.79M Buy
31,130
+7,138
+30% +$445K 0.01% 787
2024
Q3 		$1.63M Buy
+23,992
New +$1.55M 0.01% 966
2023
Q4 		– Sell
-85,256
Closed -$4.96M – 2511
2023
Q3 		$4.96M Buy
85,256
+81,965
+2,491% +$5.46M 0.05% 299
2023
Q2 		$233K Sell
3,291
-2,544
-44% -$189K ﹤0.01% 1764
2023
Q1 		$456K Buy
+5,835
New +$461K 0.01% 1445
2022
Q4 		– Sell
-19,649
Closed -$1.53M – 2643
2022
Q3 		$1.53M Buy
+19,649
New +$1.73M 0.02% 703
2021
Q2 		– Sell
-59,934
Closed -$5.19M – 3017
2021
Q1 		$5.19M Buy
+59,934
New +$5.09M 0.05% 286
2020
Q2 		– Sell
-35,551
Closed -$2.78M – 1595
2020
Q1 		$2.78M Buy
+35,551
New +$3.12M 0.18% 106
2019
Q4 		– Sell
-7,738
Closed -$661K – 1284
2019
Q3 		$661K Buy
+7,738
New +$615K 0.03% 537

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HRT Financial's ES Position: Q1 2025 in Review

HRT Financial sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 31,130 shares — an estimated $1.79M sold.

HRT Financial first reported a position in ES in Q3 2019 and held it in 9 quarters. The position peaked at $5.19M in Q1 2021. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • HRT Financial reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • HRT Financial sold 31,130 Eversource Energy shares in Q1 2025, an estimated $1.79M.
  • HRT Financial first reported a position in Eversource Energy in Q3 2019 and held it in 9 quarters.
  • HRT Financial's Eversource Energy position peaked at $5.19M in Q1 2021.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on HRT Financial's 13F filing for Q1 2025, filed 15 May 2025.