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Sage Mountain Advisors’s Eversource Energy ES Stock Holding History

Sage Mountain 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
-3,291
Closed -$234K – 578
2025
Q3 		$234K Buy
+3,291
New +$216K 0.01% 430

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

Sage Mountain Advisors's ES Position: Q4 2025 in Review

Sage Mountain Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 3,291 shares — an estimated $234K sold.

Sage Mountain Advisors first reported a position in ES in Q3 2025 and held it in 1 quarter. The position peaked at $234K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Sage Mountain Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 3,291 Eversource Energy shares in Q4 2025, an estimated $234K.
  • Sage Mountain Advisors first reported a position in Eversource Energy in Q3 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's Eversource Energy position peaked at $234K in Q3 2025.
  • 1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Sage Mountain Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.