RA
ES icon

Rise Advisors’s Eversource Energy ES Stock Holding History

Rise 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
Q4 		– Sell
-248
Closed -$17.7K – 538
2025
Q3 		$17.7K Buy
248
+10
+4% +$656 0.01% 655
2025
Q2 		$15.1K Buy
238
+2
+0.8% +$123 0.01% 716
2025
Q1 		$14.6K Sell
236
-149
-39% -$8.89K 0.01% 709
2024
Q4 		$22.1K Sell
385
-90
-19% -$5.61K 0.01% 590
2024
Q3 		$32.4K Buy
475
+5
+1% +$323 0.02% 383
2024
Q2 		$26.7K Buy
470
+11
+2% +$652 0.01% 433
2024
Q1 		$27.4K Buy
+459
New +$26.4K 0.01% 426

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
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
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Rise Advisors's ES Position: Q4 2025 in Review

Rise Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 248 shares — an estimated $17.7K sold.

Rise Advisors first reported a position in ES in Q1 2024 and held it in 7 quarters. The position peaked at $32.4K in Q3 2024. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Rise Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 248 Eversource Energy shares in Q4 2025, an estimated $17.7K.
  • Rise Advisors first reported a position in Eversource Energy in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Eversource Energy position peaked at $32.4K in Q3 2024.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.