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Newbridge Financial Services Group’s Eversource Energy ES Stock Holding History

Newbridge Financial Services Group’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
-44
Closed -$2.8K – 1314
2025
Q2 		$2.8K Buy
44
+17
+63% +$1.05K ﹤0.01% 1106
2025
Q1 		$1.66K Sell
27
-62
-70% -$3.7K ﹤0.01% 907
2024
Q4 		$5.09K Buy
+89
New +$5.55K ﹤0.01% 861
2024
Q3 		– Sell
-100
Closed -$5.67K – 779
2024
Q2 		$5.67K Hold
100
– – ﹤0.01% 820
2024
Q1 		$5.98K Buy
+100
New +$5.75K ﹤0.01% 859
2022
Q3 		– Sell
-34
Closed -$3K – 1409
2022
Q2 		$3K Hold
34
– – ﹤0.01% 1103
2022
Q1 		$3K Hold
34
– – ﹤0.01% 1196
2021
Q4 		$3K Buy
34
+1
+3% +$86 ﹤0.01% 1154
2021
Q3 		$3K Hold
33
– – ﹤0.01% 1108
2021
Q2 		$3K Hold
33
– – ﹤0.01% 1210
2021
Q1 		$3K Hold
33
– – ﹤0.01% 1113
2020
Q4 		$3K Buy
33
+1
+3% +$89 ﹤0.01% 916
2020
Q3 		$3K Buy
+32
New +$2.74K ﹤0.01% 870

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

Newbridge Financial Services Group's ES Position: Q3 2025 in Review

Newbridge Financial Services Group sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 44 shares — an estimated $2.8K sold.

Newbridge Financial Services Group first reported a position in ES in Q3 2020 and held it in 13 quarters. The position peaked at $5.98K in Q1 2024. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Newbridge Financial Services Group reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 44 Eversource Energy shares in Q3 2025, an estimated $2.8K.
  • Newbridge Financial Services Group first reported a position in Eversource Energy in Q3 2020 and held it in 13 quarters.
  • Newbridge Financial Services Group's Eversource Energy position peaked at $5.98K in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Newbridge Financial Services Group's 13F filing for Q3 2025, filed 13 Nov 2025.