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Prossimo Advisors’s Eversource Energy ES Stock Holding History

Prossimo 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
Q3 		– Sell
-4,756
Closed -$303K – 58
2025
Q2 		$303K Sell
4,756
-844
-15% -$52K 0.24% 101
2025
Q1 		$348K Buy
5,600
+15
+0.3% +$895 0.26% 104
2024
Q4 		$321K Sell
5,585
-484
-8% -$30.2K 0.23% 110
2024
Q3 		$413K Buy
6,069
+250
+4% +$16.2K 0.3% 101
2024
Q2 		$330K Buy
5,819
+299
+5% +$17.7K 0.3% 99
2024
Q1 		$330K Sell
5,520
-1,350
-20% -$77.6K 0.64% 42
2023
Q4 		$424K Sell
6,870
-950
-12% -$54.8K 0.9% 37
2023
Q3 		$455K Hold
7,820
– – 1.07% 32
2023
Q2 		$555K Hold
7,820
– – 0.53% 68
2023
Q1 		$612K Sell
7,820
-260
-3% -$20.5K 1.49% 19
2022
Q4 		$677K Buy
+8,080
New +$641K 1.56% 23

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

Prossimo Advisors's ES Position: Q3 2025 in Review

Prossimo Advisors sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 4,756 shares — an estimated $303K sold.

Prossimo Advisors first reported a position in ES in Q4 2022 and held it in 11 quarters. The position peaked at $677K in Q4 2022. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Prossimo Advisors reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Prossimo Advisors sold 4,756 Eversource Energy shares in Q3 2025, an estimated $303K.
  • Prossimo Advisors first reported a position in Eversource Energy in Q4 2022 and held it in 11 quarters.
  • Prossimo Advisors's Eversource Energy position peaked at $677K in Q4 2022.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Prossimo Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.