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LVW Advisors’s Eversource Energy ES Stock Holding History

LVW 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
Q1 		– Sell
-4,022
Closed -$231K – 304
2024
Q4 		$231K Sell
4,022
-141
-3% -$8.79K 0.03% 283
2024
Q3 		$283K Sell
4,163
-1,235
-23% -$79.8K 0.04% 254
2024
Q2 		$306K Sell
5,398
-2,654
-33% -$157K 0.04% 231
2024
Q1 		$481K Buy
8,052
+552
+7% +$31.7K 0.08% 170
2023
Q4 		$463K Buy
+7,500
New +$432K 0.09% 166

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
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

LVW Advisors's ES Position: Q1 2025 in Review

LVW Advisors sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 4,022 shares — an estimated $231K sold.

LVW Advisors first reported a position in ES in Q4 2023 and held it in 5 quarters. The position peaked at $481K in Q1 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • LVW Advisors reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • LVW Advisors sold 4,022 Eversource Energy shares in Q1 2025, an estimated $231K.
  • LVW Advisors first reported a position in Eversource Energy in Q4 2023 and held it in 5 quarters.
  • LVW Advisors's Eversource Energy position peaked at $481K in Q1 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on LVW Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.