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NewSquare Capital’s Eversource Energy ES Stock Holding History

NewSquare Capital’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
-129
Closed -$8.21K – 511
2025
Q2 		$8.21K Sell
129
-26
-17% -$1.6K ﹤0.01% 702
2025
Q1 		$9.63K Buy
155
+151
+3,775% +$9.01K ﹤0.01% 556
2024
Q4 		$230 Buy
+4
New +$249 ﹤0.01% 857
2017
Q4 		– Sell
-55
Closed -$3.48K – 341
2017
Q3 		$3K Hold
55
– – ﹤0.01% 292
2017
Q2 		$3K Hold
55
– – ﹤0.01% 280
2017
Q1 		$3K Hold
55
– – ﹤0.01% 289
2016
Q4 		$3K Hold
55
– – ﹤0.01% 297
2016
Q3 		$3K Buy
55
+1
+2% +$56 ﹤0.01% 385
2016
Q2 		$3K Buy
+54
New +$3.05K ﹤0.01% 319

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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

NewSquare Capital's ES Position: Q3 2025 in Review

NewSquare Capital sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 129 shares — an estimated $8.21K sold.

NewSquare Capital first reported a position in ES in Q2 2016 and held it in 9 quarters. The position peaked at $9.63K in Q1 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • NewSquare Capital reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 129 Eversource Energy shares in Q3 2025, an estimated $8.21K.
  • NewSquare Capital first reported a position in Eversource Energy in Q2 2016 and held it in 9 quarters.
  • NewSquare Capital's Eversource Energy position peaked at $9.63K in Q1 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

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