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Kestra Investment Management’s Eversource Energy ES Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-9
Closed -$559 – 611
2025
Q2 		$559 Hold
9
– – ﹤0.01% 968
2025
Q1 		$559 Sell
9
-496
-98% -$29.6K ﹤0.01% 866
2024
Q4 		$29K Buy
+505
New +$31.5K ﹤0.01% 645

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kestra Investment Management's ES Position: Q3 2025 in Review

Kestra Investment Management sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 9 shares — an estimated $559 sold.

Kestra Investment Management first reported a position in ES in Q4 2024 and held it in 3 quarters. The position peaked at $29K in Q4 2024. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Kestra Investment Management reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 9 Eversource Energy shares in Q3 2025, an estimated $559.
  • Kestra Investment Management first reported a position in Eversource Energy in Q4 2024 and held it in 3 quarters.
  • Kestra Investment Management's Eversource Energy position peaked at $29K in Q4 2024.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.