Integrity Alliance’s Eversource Energy ES Stock Holding History

Integrity Alliance’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	-4,512	Closed	-$280K	–	530
2025 Q1	$280K	Buy	+4,512	New	+$269K	0.01%	506

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

Integrity Alliance's ES Position: Q2 2025 in Review

Integrity Alliance sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 4,512 shares — an estimated $280K sold.

Integrity Alliance first reported a position in ES in Q1 2025 and held it in 1 quarter. The position peaked at $280K in Q1 2025. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

Integrity Alliance reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
Integrity Alliance sold 4,512 Eversource Energy shares in Q2 2025, an estimated $280K.
Integrity Alliance first reported a position in Eversource Energy in Q1 2025 and held it in 1 quarter.
Integrity Alliance's Eversource Energy position peaked at $280K in Q1 2025.
933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Integrity Alliance's 13F filing for Q2 2025, filed 4 Aug 2025.