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Lowe Wealth Advisors’s Eversource Energy ES Stock Holding History

Lowe Wealth 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 		$5.12K Hold
72
– – ﹤0.01% 283
2025
Q2 		$4.58K Hold
72
– – ﹤0.01% 291
2025
Q1 		$4.47K Hold
72
– – ﹤0.01% 294
2024
Q4 		$4.13K Buy
+72
New +$4.49K ﹤0.01% 291

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

Lowe Wealth Advisors's ES Position: Q3 2025 in Review

Lowe Wealth Advisors held its Eversource Energy (ES) position steady in Q3 2025 at 72 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Lowe Wealth Advisors first reported a position in ES in Q4 2024 and has held it in 4 quarters since. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Lowe Wealth Advisors held 72 shares of Eversource Energy worth $5.12K as of Q3 2025.
  • Lowe Wealth Advisors left its Eversource Energy share count unchanged in Q3 2025.
  • Eversource Energy made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #283 holding.
  • Lowe Wealth Advisors first reported a position in Eversource Energy in Q4 2024 and has held it in 4 quarters since.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.