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Pineridge Advisors’s Eversource Energy ES Stock Holding History

Pineridge Advisors’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 		– Sell
-161
Closed -$9.25K – 564
2024
Q4 		$9.25K Hold
161
– – ﹤0.01% 309
2024
Q3 		$11K Hold
161
– – ﹤0.01% 272
2024
Q2 		$9.13K Hold
161
– – ﹤0.01% 295
2024
Q1 		$9.62K Hold
161
– – ﹤0.01% 300
2023
Q4 		$9.94K Buy
+161
New +$9.28K ﹤0.01% 383

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

Pineridge Advisors's ES Position: Q1 2025 in Review

Pineridge Advisors sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 161 shares — an estimated $9.25K sold.

Pineridge Advisors first reported a position in ES in Q4 2023 and held it in 5 quarters. The position peaked at $11K in Q3 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Pineridge Advisors reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Pineridge Advisors sold 161 Eversource Energy shares in Q1 2025, an estimated $9.25K.
  • Pineridge Advisors first reported a position in Eversource Energy in Q4 2023 and held it in 5 quarters.
  • Pineridge Advisors's Eversource Energy position peaked at $11K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Pineridge Advisors's 13F filing for Q1 2025, filed 30 Apr 2025.