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MPWM Advisory Solutions’s Eversource Energy ES Stock Holding History

MPWM Advisory Solutions’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
-218
Closed -$13.5K – 606
2025
Q1 		$13.5K Hold
218
– – 0.01% 278
2024
Q4 		$12.5K Buy
+218
New +$13.6K 0.01% 295

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

MPWM Advisory Solutions's ES Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 218 shares — an estimated $13.5K sold.

MPWM Advisory Solutions first reported a position in ES in Q4 2024 and held it in 2 quarters. The position peaked at $13.5K in Q1 2025. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • MPWM Advisory Solutions reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • MPWM Advisory Solutions sold 218 Eversource Energy shares in Q2 2025, an estimated $13.5K.
  • MPWM Advisory Solutions first reported a position in Eversource Energy in Q4 2024 and held it in 2 quarters.
  • MPWM Advisory Solutions's Eversource Energy position peaked at $13.5K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.