Paloma Partners’s Eversource Energy ES Stock Holding History

Paloma Partners’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
2024 Q3	–	Sell	-15,700	Closed	-$890K	–	1324
2024 Q2	$890K	Buy	+15,700	New	+$931K	0.03%	555

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Paloma Partners's ES Position: Q1 2025 in Review

Paloma Partners sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 8,723 shares — an estimated $501K sold.

Paloma Partners first reported a position in ES in Q2 2013 and held it in 27 quarters. The position peaked at $22M in Q4 2019. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

Paloma Partners reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
Paloma Partners sold 8,723 Eversource Energy shares in Q1 2025, an estimated $501K.
Paloma Partners first reported a position in Eversource Energy in Q2 2013 and held it in 27 quarters.
Paloma Partners's Eversource Energy position peaked at $22M in Q4 2019.
885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Paloma Partners's 13F filing for Q1 2025, filed 15 May 2025.