NICM
ES icon

Neo Ivy Capital Management’s Eversource Energy ES Stock Holding History

Neo Ivy Capital Management’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
-414
Closed -$26.3K – 428
2025
Q2 		$26.3K Buy
+414
New +$25.5K 0.01% 318
2022
Q1 		– Sell
-382
Closed -$35K – 516
2021
Q4 		$35K Buy
+382
New +$32.9K 0.05% 320
2020
Q4 		– Sell
-6,073
Closed -$507K – 469
2020
Q3 		$507K Buy
+6,073
New +$520K 0.51% 45

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

Neo Ivy Capital Management's ES Position: Q3 2025 in Review

Neo Ivy Capital Management sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 414 shares — an estimated $26.3K sold.

Neo Ivy Capital Management first reported a position in ES in Q3 2020 and held it in 3 quarters. The position peaked at $507K in Q3 2020. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Neo Ivy Capital Management reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Neo Ivy Capital Management sold 414 Eversource Energy shares in Q3 2025, an estimated $26.3K.
  • Neo Ivy Capital Management first reported a position in Eversource Energy in Q3 2020 and held it in 3 quarters.
  • Neo Ivy Capital Management's Eversource Energy position peaked at $507K in Q3 2020.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Neo Ivy Capital Management's 13F filing for Q3 2025, filed 12 Nov 2025.