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LGT Financial Advisors’s Eversource Energy ES Stock Holding History

LGT Financial 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
Q3 		– Sell
-8
Closed -$509 – 470
2025
Q2 		$509 Buy
+8
New +$493 ﹤0.01% 432
2025
Q1 		– Sell
-680
Closed -$39.1K – 439
2024
Q4 		$39.1K Buy
680
+1
+0.1% +$62 0.09% 186
2024
Q3 		$46.2K Sell
679
-519
-43% -$33.5K 0.11% 132
2024
Q2 		$67.9K Sell
1,198
-1,749
-59% -$104K 0.14% 123
2024
Q1 		$176K Sell
2,947
-128
-4% -$7.36K 0.2% 115
2023
Q4 		$190K Buy
3,075
+1,287
+72% +$74.2K 0.23% 102
2023
Q3 		$104K Buy
+1,788
New +$119K 0.13% 151

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

LGT Financial Advisors's ES Position: Q3 2025 in Review

LGT Financial Advisors sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 8 shares — an estimated $509 sold.

LGT Financial Advisors first reported a position in ES in Q3 2023 and held it in 7 quarters. The position peaked at $190K in Q4 2023. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • LGT Financial Advisors reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 8 Eversource Energy shares in Q3 2025, an estimated $509.
  • LGT Financial Advisors first reported a position in Eversource Energy in Q3 2023 and held it in 7 quarters.
  • LGT Financial Advisors's Eversource Energy position peaked at $190K in Q4 2023.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.