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My Legacy Advisors’s Eversource Energy ES Stock Holding History

My Legacy 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 		$588K Buy
8,896
+460
+5% +$28.3K 0.21% 130
2025
Q1 		$524K Buy
8,436
+472
+6% +$28.2K 0.2% 134
2024
Q4 		$451K Sell
7,964
-647
-8% -$40.3K 0.18% 139
2024
Q3 		$586K Sell
8,611
-2,256
-21% -$146K 0.23% 121
2024
Q2 		$616K Buy
10,867
+163
+2% +$9.66K 0.2% 133
2024
Q1 		$640K Sell
10,704
-275
-3% -$15.8K 0.21% 132
2023
Q4 		$627K Sell
10,979
-379
-3% -$21.9K 0.23% 132
2023
Q3 		$612K Buy
11,358
+957
+9% +$63.8K 0.25% 125
2023
Q2 		$760K Sell
10,401
-88
-0.8% -$6.55K 0.3% 110
2023
Q1 		$844K Buy
10,489
+347
+3% +$27.4K 0.36% 89
2022
Q4 		$815K Buy
10,142
+510
+5% +$40.4K 0.35% 101
2022
Q3 		$699K Buy
9,632
+314
+3% +$27.7K 0.35% 103
2022
Q2 		$780K Buy
9,318
+844
+10% +$75K 0.39% 85
2022
Q1 		$747K Buy
+8,474
New +$725K 0.35% 101

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

My Legacy Advisors's ES Position: Q2 2025 in Review

My Legacy Advisors increased its Eversource Energy (ES) stake by 5.5% in Q2 2025, buying an estimated $28.3K and bringing the position to 8,896 shares worth $588K. The position accounts for 0.21% of the portfolio, ranked #130.

My Legacy Advisors first reported a position in ES in Q1 2022 and has held it in 14 quarters since. The position peaked at $844K in Q1 2023. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • My Legacy Advisors held 8,896 shares of Eversource Energy worth $588K as of Q2 2025.
  • My Legacy Advisors bought 460 Eversource Energy shares in Q2 2025, an estimated $28.3K.
  • Eversource Energy made up 0.21% of My Legacy Advisors's portfolio in Q2 2025, its #130 holding.
  • My Legacy Advisors first reported a position in Eversource Energy in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Eversource Energy position peaked at $844K in Q1 2023.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.