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Ridgewood Investments’s Eversource Energy ES Stock Holding History

Ridgewood Investments’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
-34
Closed -$1.95K – 697
2024
Q4 		$1.95K Hold
34
– – ﹤0.01% 648
2024
Q3 		$2.31K Hold
34
– – ﹤0.01% 650
2024
Q2 		$1.93K Buy
+34
New +$2.02K ﹤0.01% 667
2023
Q3 		– Sell
-34
Closed -$2.41K – 358
2023
Q2 		$2.41K Hold
34
– – ﹤0.01% 681
2023
Q1 		$2.66K Buy
+34
New +$2.69K ﹤0.01% 666

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ridgewood Investments's ES Position: Q1 2025 in Review

Ridgewood Investments sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 34 shares — an estimated $1.95K sold.

Ridgewood Investments first reported a position in ES in Q1 2023 and held it in 5 quarters. The position peaked at $2.66K in Q1 2023. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Ridgewood Investments reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 34 Eversource Energy shares in Q1 2025, an estimated $1.95K.
  • Ridgewood Investments first reported a position in Eversource Energy in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's Eversource Energy position peaked at $2.66K in Q1 2023.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.