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Pinney & Scofield’s Eversource Energy ES Stock Holding History

Pinney & Scofield’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
-490
Closed -$34.9K – 216
2025
Q3 		$34.9K Sell
490
-90
-16% -$5.9K 0.02% 121
2025
Q2 		$36.9K Hold
580
– – 0.03% 113
2025
Q1 		$36K Hold
580
– – 0.03% 111
2024
Q4 		$33.3K Buy
+580
New +$36.2K 0.03% 116

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

Pinney & Scofield's ES Position: Q4 2025 in Review

Pinney & Scofield sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 490 shares — an estimated $34.9K sold.

Pinney & Scofield first reported a position in ES in Q4 2024 and held it in 4 quarters. The position peaked at $36.9K in Q2 2025. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Pinney & Scofield reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Pinney & Scofield sold 490 Eversource Energy shares in Q4 2025, an estimated $34.9K.
  • Pinney & Scofield first reported a position in Eversource Energy in Q4 2024 and held it in 4 quarters.
  • Pinney & Scofield's Eversource Energy position peaked at $36.9K in Q2 2025.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Pinney & Scofield's 13F filing for Q4 2025, filed 13 Feb 2026.