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Rothschild Investment LLC’s Eversource Energy ES Stock Holding History

Rothschild Investment LLC’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
2026
Q1 		$430K Buy
6,201
+2,644
+74% +$187K 0.02% 440
2025
Q4 		$239K Sell
3,557
-104
-3% -$7.3K 0.01% 566
2025
Q3 		$260K Buy
3,661
+1,963
+116% +$129K 0.01% 522
2025
Q2 		$108K Buy
1,698
+559
+49% +$34.4K 0.01% 625
2025
Q1 		$70.7K Buy
1,139
+41
+4% +$2.45K ﹤0.01% 693
2024
Q4 		$63.1K Sell
1,098
-111
-9% -$6.92K ﹤0.01% 736
2024
Q3 		$82.3K Sell
1,209
-90
-7% -$5.82K 0.01% 690
2024
Q2 		$73.7K Buy
1,299
+85
+7% +$5.04K 0.01% 682
2024
Q1 		$72.6K Buy
1,214
+30
+3% +$1.73K 0.01% 658
2023
Q4 		$73.1K Buy
+1,184
New +$68.3K 0.01% 597

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VCM
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VPM
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return