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Pathway Financial Advisers’s Eversource Energy ES Stock Holding History

Pathway Financial Advisers’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
Q4 		– Sell
-712
Closed -$50.7K – 206
2025
Q3 		$50.7K Buy
+712
New +$46.7K 0.01% 230
2025
Q1 		– Sell
-712
Closed -$40.9K – 225
2024
Q4 		$40.9K Sell
712
-47,740
-99% -$2.98M 0.01% 250
2024
Q3 		$712 Buy
48,452
+47,740
+6,705% +$3.09M ﹤0.01% 377
2024
Q2 		$40.4K Hold
712
– – 0.01% 243
2024
Q1 		$42.6K Hold
712
– – 0.02% 241
2023
Q4 		$43.9K Hold
712
– – 0.02% 235
2023
Q3 		$41.4K Buy
+712
New +$47.5K 0.02% 234
2023
Q1 		$55.7K Hold
712
– – 0.02% 227
2022
Q4 		$59.7K Buy
+712
New +$56.5K 0.02% 232

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Pathway Financial Advisers's ES Position: Q4 2025 in Review

Pathway Financial Advisers sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 712 shares — an estimated $50.7K sold.

Pathway Financial Advisers first reported a position in ES in Q4 2022 and held it in 9 quarters. The position peaked at $59.7K in Q4 2022. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Pathway Financial Advisers reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Pathway Financial Advisers sold 712 Eversource Energy shares in Q4 2025, an estimated $50.7K.
  • Pathway Financial Advisers first reported a position in Eversource Energy in Q4 2022 and held it in 9 quarters.
  • Pathway Financial Advisers's Eversource Energy position peaked at $59.7K in Q4 2022.
  • 1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Pathway Financial Advisers's 13F filing for Q4 2025, filed 6 Feb 2026.