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PSI Advisors’s Eversource Energy ES Stock Holding History

PSI 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
Q2 		– Sell
-1,481
Closed -$92K – 270
2025
Q1 		$92K Hold
1,481
– – 0.03% 177
2024
Q4 		$85.1K Sell
1,481
-8
-0.5% -$499 0.03% 198
2024
Q3 		$101K Hold
1,489
– – 0.03% 192
2024
Q2 		$84.4K Buy
1,489
+781
+110% +$46.3K 0.03% 198
2024
Q1 		$42.3K Sell
708
-781
-52% -$44.9K 0.02% 281
2023
Q4 		$91.9K Hold
1,489
– – 0.03% 189
2023
Q3 		$86.6K Buy
1,489
+781
+110% +$52.1K 0.04% 188
2023
Q2 		$50.2K Hold
708
– – 0.02% 242
2023
Q1 		$55.4K Hold
708
– – 0.03% 211
2022
Q4 		$59.4K Hold
708
– – 0.03% 200
2022
Q3 		$55K Hold
708
– – 0.03% 214
2022
Q2 		$60K Hold
708
– – 0.03% 228
2022
Q1 		$62K Hold
708
– – 0.03% 243
2021
Q4 		$64K Buy
708
+8
+1% +$688 0.03% 251
2021
Q3 		$57K Buy
+700
New +$60.8K 0.03% 268

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

PSI Advisors's ES Position: Q2 2025 in Review

PSI Advisors sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 1,481 shares — an estimated $92K sold.

PSI Advisors first reported a position in ES in Q3 2021 and held it in 15 quarters. The position peaked at $101K in Q3 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • PSI Advisors reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 1,481 Eversource Energy shares in Q2 2025, an estimated $92K.
  • PSI Advisors first reported a position in Eversource Energy in Q3 2021 and held it in 15 quarters.
  • PSI Advisors's Eversource Energy position peaked at $101K in Q3 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.