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Lindbrook Capital’s Eversource Energy ES Stock Holding History

Lindbrook Capital’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 		$74.8K Sell
1,204
-1,142
-49% -$68.1K 0.01% 806
2024
Q4 		$135K Buy
2,346
+341
+17% +$21.3K 0.01% 476
2024
Q3 		$136K Sell
2,005
-252
-11% -$16.3K 0.01% 477
2024
Q2 		$128K Buy
2,257
+171
+8% +$10.1K 0.01% 465
2024
Q1 		$125K Sell
2,086
-188
-8% -$10.8K 0.01% 475
2023
Q4 		$140K Sell
2,274
-383
-14% -$22.1K 0.01% 425
2023
Q3 		$155K Buy
2,657
+955
+56% +$63.7K 0.02% 377
2023
Q2 		$121K Sell
1,702
-38
-2% -$2.83K 0.01% 441
2023
Q1 		$136K Buy
1,740
+534
+44% +$42.2K 0.02% 400
2022
Q4 		$101K Buy
1,206
+34
+3% +$2.7K 0.01% 478
2022
Q3 		$91K Buy
1,172
+45
+4% +$3.97K 0.02% 456
2022
Q2 		$95K Buy
1,127
+42
+4% +$3.73K 0.02% 449
2022
Q1 		$96K Sell
1,085
-170
-14% -$14.5K 0.01% 479
2021
Q4 		$114K Buy
1,255
+1,001
+394% +$86.1K 0.02% 458
2021
Q3 		$21K Buy
254
+20
+9% +$1.74K 0.01% 723
2021
Q2 		$19K Sell
234
-73
-24% -$6.15K ﹤0.01% 801
2021
Q1 		$27K Buy
307
+45
+17% +$3.82K 0.01% 639
2020
Q4 		$23K Buy
262
+7
+3% +$623 0.01% 630
2020
Q3 		$21K Sell
255
-145
-36% -$12.4K 0.01% 592
2020
Q2 		$33K Buy
400
+123
+44% +$10.2K 0.01% 460
2020
Q1 		$22K Sell
277
-10
-3% -$877 0.01% 511
2019
Q4 		$24K Sell
287
-10
-3% -$832 0.01% 667
2019
Q3 		$25K Hold
297
– – 0.01% 636
2019
Q2 		$22K Sell
297
-10
-3% -$732 0.01% 661
2019
Q1 		$21K Buy
307
+110
+56% +$7.58K 0.01% 680
2018
Q4 		$12K Buy
+197
New +$12.8K 0.01% 776

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Lindbrook Capital's ES Position: Q1 2025 in Review

Lindbrook Capital reduced its Eversource Energy (ES) stake by 49% in Q1 2025, selling an estimated $68.1K and leaving 1,204 shares worth $74.8K. The position accounts for 0.01% of the portfolio, ranked #806.

Lindbrook Capital first reported a position in ES in Q4 2018 and has held it in 26 quarters since. The position peaked at $155K in Q3 2023. 887 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Lindbrook Capital held 1,204 shares of Eversource Energy worth $74.8K as of Q1 2025.
  • Lindbrook Capital sold 1,142 Eversource Energy shares in Q1 2025, an estimated $68.1K.
  • Eversource Energy made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #806 holding.
  • Lindbrook Capital first reported a position in Eversource Energy in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Eversource Energy position peaked at $155K in Q3 2023.
  • 887 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.