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Mount Yale Investment Advisors’s Eversource Energy ES Stock Holding History

Mount Yale Investment 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 		– Sell
-489
Closed -$31.1K – 944
2025
Q2 		$31.1K Buy
+489
New +$30.1K ﹤0.01% 945

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

Mount Yale Investment Advisors's ES Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 489 shares — an estimated $31.1K sold.

Mount Yale Investment Advisors first reported a position in ES in Q2 2025 and held it in 1 quarter. The position peaked at $31.1K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 489 Eversource Energy shares in Q3 2025, an estimated $31.1K.
  • Mount Yale Investment Advisors first reported a position in Eversource Energy in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Eversource Energy position peaked at $31.1K in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.