R Squared’s Eversource Energy ES Stock Holding History

R Squared’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	-390	Closed	-$22.4K	–	667
2024 Q4	$22.4K	Buy	+390	New	+$24.3K	0.02%	826

Other funds holding ES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

R Squared's ES Position: Q1 2025 in Review

R Squared sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 390 shares — an estimated $22.4K sold.

R Squared first reported a position in ES in Q4 2024 and held it in 1 quarter. The position peaked at $22.4K in Q4 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

R Squared reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
R Squared sold 390 Eversource Energy shares in Q1 2025, an estimated $22.4K.
R Squared first reported a position in Eversource Energy in Q4 2024 and held it in 1 quarter.
R Squared's Eversource Energy position peaked at $22.4K in Q4 2024.
885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.