Proffitt & Goodson’s Eversource Energy ES Stock Holding History

Proffitt & Goodson’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	-8	Closed	-$570	–	346
2025 Q3	$570	Buy	+8	New	+$525	﹤0.01%	404
2023 Q4	–	Sell	-27	Closed	-$1.57K	–	224
2023 Q3	$1.57K	Hold	27	–	–	﹤0.01%	217
2023 Q2	$1.92K	Hold	27	–	–	﹤0.01%	212
2023 Q1	$2.11K	Sell	27 -38	-58%	-$3K	﹤0.01%	217
2022 Q4	$5.45K	Hold	65	–	–	﹤0.01%	211
2022 Q3	$5K	Hold	65	–	–	﹤0.01%	217
2022 Q2	$5K	Hold	65	–	–	﹤0.01%	228
2022 Q1	$6K	Hold	65	–	–	﹤0.01%	238
2021 Q4	$6K	Hold	65	–	–	﹤0.01%	219
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	219
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	234
2021 Q1	$6K	Hold	65	–	–	﹤0.01%	223
2020 Q4	$6K	Hold	65	–	–	﹤0.01%	216
2020 Q3	$5K	Hold	65	–	–	﹤0.01%	220
2020 Q2	$5K	Buy	+65	New	+$5.38K	﹤0.01%	226

Other funds holding ES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Proffitt & Goodson's ES Position: Q4 2025 in Review

Proffitt & Goodson sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 8 shares — an estimated $570 sold.

Proffitt & Goodson first reported a position in ES in Q2 2020 and held it in 15 quarters. The position peaked at $6K in Q1 2022. 1,030 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Proffitt & Goodson reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 8 Eversource Energy shares in Q4 2025, an estimated $570.
Proffitt & Goodson first reported a position in Eversource Energy in Q2 2020 and held it in 15 quarters.
Proffitt & Goodson's Eversource Energy position peaked at $6K in Q1 2022.
1,030 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.