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Park Square Financial Group’s Eversource Energy ES Stock Holding History

Park Square Financial 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
-113
Closed -$7.19K – 463
2025
Q2 		$7.19K Hold
113
– – 0.01% 664
2025
Q1 		$7.02K Hold
113
– – 0.01% 686
2024
Q4 		$6.49K Buy
+113
New +$7.04K ﹤0.01% 667

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

Park Square Financial Group's ES Position: Q3 2025 in Review

Park Square Financial Group sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 113 shares — an estimated $7.19K sold.

Park Square Financial Group first reported a position in ES in Q4 2024 and held it in 3 quarters. The position peaked at $7.19K in Q2 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Park Square Financial Group reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 113 Eversource Energy shares in Q3 2025, an estimated $7.19K.
  • Park Square Financial Group first reported a position in Eversource Energy in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Eversource Energy position peaked at $7.19K in Q2 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.