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McDonald Partners’s Eversource Energy ES Stock Holding History

McDonald Partners’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
-15,507
Closed -$990K – 236
2025
Q2 		$990K Buy
15,507
+396
+3% +$24.4K 0.24% 115
2025
Q1 		$942K Buy
15,111
+744
+5% +$44.4K 0.25% 117
2024
Q4 		$825K Buy
14,367
+2,009
+16% +$125K 0.21% 126
2024
Q3 		$841K Buy
12,358
+137
+1% +$8.85K 0.21% 126
2024
Q2 		$693K Buy
12,221
+465
+4% +$27.6K 0.19% 135
2024
Q1 		$703K Buy
11,756
+950
+9% +$54.6K 0.19% 131
2023
Q4 		$667K Buy
10,806
+1,606
+17% +$92.6K 0.2% 132
2023
Q3 		$535K Buy
9,200
+245
+3% +$16.3K 0.17% 140
2023
Q2 		$635K Buy
8,955
+135
+2% +$10.1K 0.19% 137
2023
Q1 		$690K Sell
8,820
-52
-0.6% -$4.11K 0.22% 123
2022
Q4 		$744K Buy
8,872
+173
+2% +$13.7K 0.25% 113
2022
Q3 		$678K Buy
8,699
+325
+4% +$28.6K 0.26% 114
2022
Q2 		$707K Buy
8,374
+85
+1% +$7.55K 0.18% 149
2022
Q1 		$731K Buy
+8,289
New +$709K 0.16% 162
2021
Q4 		– Sell
-7,396
Closed -$605K – 598
2021
Q3 		$605K Buy
7,396
+437
+6% +$37.9K 0.14% 167
2021
Q2 		$558K Buy
6,959
+220
+3% +$18.5K 0.13% 177
2021
Q1 		$584K Sell
6,739
-915
-12% -$77.7K 0.15% 158
2020
Q4 		$662K Buy
+7,654
New +$682K 0.19% 137

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

McDonald Partners's ES Position: Q3 2025 in Review

McDonald Partners sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 15,507 shares — an estimated $990K sold.

McDonald Partners first reported a position in ES in Q4 2020 and held it in 18 quarters. The position peaked at $990K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • McDonald Partners reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 15,507 Eversource Energy shares in Q3 2025, an estimated $990K.
  • McDonald Partners first reported a position in Eversource Energy in Q4 2020 and held it in 18 quarters.
  • McDonald Partners's Eversource Energy position peaked at $990K in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.