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Oliver Lagore Vanvalin Investment Group’s Eversource Energy ES Stock Holding History

Oliver Lagore Vanvalin Investment 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
Q2 		$155K Buy
+2,502
New +$154K 0.06% 150
2024
Q4 		$144K Buy
+2,502
New +$156K 0.04% 142
2023
Q4 		– Sell
-5
Closed -$291 – 801
2023
Q3 		$291 Hold
5
– – ﹤0.01% 789
2023
Q2 		$355 Buy
+5
New +$372 ﹤0.01% 735

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

Oliver Lagore Vanvalin Investment Group's ES Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in Eversource Energy (ES) in Q2 2025: 2,502 shares worth $155K. The stake represents 0.06% of the portfolio and ranks #150 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in ES as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in ES in Q2 2023 and has held it in 4 quarters since. 932 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Oliver Lagore Vanvalin Investment Group held 2,502 shares of Eversource Energy worth $155K as of Q2 2025.
  • Eversource Energy was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
  • Eversource Energy made up 0.06% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #150 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Eversource Energy in Q2 2023 and has held it in 4 quarters since.
  • 932 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.