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Marshall & Sterling Wealth Advisors’s Eversource Energy ES Stock Holding History

Marshall & Sterling 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
Q2 		– Sell
-266
Closed -$16.5K – 644
2025
Q1 		$16.5K Hold
266
– – 0.01% 268
2024
Q4 		$15.3K Buy
+266
New +$16.6K 0.01% 207

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

Marshall & Sterling Wealth Advisors's ES Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 266 shares — an estimated $16.5K sold.

Marshall & Sterling Wealth Advisors first reported a position in ES in Q4 2024 and held it in 2 quarters. The position peaked at $16.5K in Q1 2025. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 266 Eversource Energy shares in Q2 2025, an estimated $16.5K.
  • Marshall & Sterling Wealth Advisors first reported a position in Eversource Energy in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Eversource Energy position peaked at $16.5K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.