OPS
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Orion Portfolio Solutions’s Eversource Energy ES Stock Holding History

Orion Portfolio Solutions’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
Q1 		$325K Buy
5,228
+951
+22% +$56.7K ﹤0.01% 1592
2024
Q4 		$246K Buy
+4,277
New +$267K ﹤0.01% 1656
2024
Q3 		– Sell
-7,790
Closed -$442K – 1800
2024
Q2 		$442K Sell
7,790
-2,000
-20% -$119K ﹤0.01% 1313
2024
Q1 		$585K Sell
9,790
-823
-8% -$47.3K 0.01% 1201
2023
Q4 		$667K Buy
10,613
+283
+3% +$16.3K 0.01% 1101
2023
Q3 		$601K Buy
10,330
+1,904
+23% +$127K 0.01% 1138
2023
Q2 		$598K Sell
8,426
-269
-3% -$20K 0.01% 1155
2023
Q1 		$681K Buy
8,695
+4,203
+94% +$332K 0.01% 1027
2022
Q4 		$377K Buy
4,492
+165
+4% +$13.1K 0.01% 590
2022
Q3 		$337K Buy
4,327
+49
+1% +$4.32K 0.01% 533
2022
Q2 		$361K Buy
4,278
+29
+0.7% +$2.58K 0.01% 491
2022
Q1 		$375K Sell
4,249
-71
-2% -$6.07K 0.01% 504
2021
Q4 		$393K Sell
4,320
-196
-4% -$16.9K 0.01% 491
2021
Q3 		$369K Buy
4,516
+1,352
+43% +$117K 0.01% 471
2021
Q2 		$254K Sell
3,164
-303
-9% -$25.5K 0.01% 528
2021
Q1 		$300K Sell
3,467
-87
-2% -$7.38K 0.01% 438
2020
Q4 		$307K Buy
3,554
+925
+35% +$82.4K 0.01% 391
2020
Q3 		$220K Sell
2,629
-176
-6% -$15.1K 0.01% 404
2020
Q2 		$234K Buy
2,805
+597
+27% +$49.4K 0.01% 369
2020
Q1 		$173K Buy
2,208
+285
+15% +$25K 0.01% 339
2019
Q4 		$164K Buy
+1,923
New +$160K 0.01% 339

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Orion Portfolio Solutions's ES Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Eversource Energy (ES) stake by 22% in Q1 2025, buying an estimated $56.7K and bringing the position to 5,228 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1592.

Orion Portfolio Solutions first reported a position in ES in Q4 2019 and has held it in 21 quarters since. The position peaked at $681K in Q1 2023. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Orion Portfolio Solutions held 5,228 shares of Eversource Energy worth $325K as of Q1 2025.
  • Orion Portfolio Solutions bought 951 Eversource Energy shares in Q1 2025, an estimated $56.7K.
  • Eversource Energy made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1592 holding.
  • Orion Portfolio Solutions first reported a position in Eversource Energy in Q4 2019 and has held it in 21 quarters since.
  • Orion Portfolio Solutions's Eversource Energy position peaked at $681K in Q1 2023.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.