SageView Advisory Group’s Eversource Energy ES Stock Holding History

SageView Advisory Group’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	$303K	Sell	4,496 -95	-2%	-$6.67K	0.01%	487
2025 Q3	$327K	Sell	4,591 -146	-3%	-$9.57K	0.01%	490
2025 Q2	$309K	Buy	4,737 +895	+23%	+$55.2K	0.01%	484
2025 Q1	$239K	Sell	3,842 -170	-4%	-$10.1K	0.01%	536
2024 Q4	$230K	Sell	4,012 -282	-7%	-$17.6K	0.01%	532
2024 Q3	$292K	Sell	4,294 -370	-8%	-$23.9K	0.01%	406
2024 Q2	$264K	Sell	4,664 -2,862	-38%	-$170K	0.01%	465
2024 Q1	$450K	Sell	7,526 -1,767	-19%	-$102K	0.02%	348
2023 Q4	$509K	Buy	9,293 +801	+9%	+$46.2K	0.02%	393
2023 Q3	$494K	Sell	8,492 -2,407	-22%	-$160K	0.03%	331
2023 Q2	$773K	Sell	10,899 -13	-0.1%	-$968	0.04%	268
2023 Q1	$854K	Buy	+10,912	New	+$862K	0.05%	231

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

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

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SageView Advisory Group's ES Position: Q4 2025 in Review

SageView Advisory Group reduced its Eversource Energy (ES) stake by 2.1% in Q4 2025, selling an estimated $6.67K and leaving 4,496 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #487.

SageView Advisory Group first reported a position in ES in Q1 2023 and has held it in 12 quarters since. The position peaked at $854K in Q1 2023. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

SageView Advisory Group held 4,496 shares of Eversource Energy worth $303K as of Q4 2025.
SageView Advisory Group sold 95 Eversource Energy shares in Q4 2025, an estimated $6.67K.
Eversource Energy made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #487 holding.
SageView Advisory Group first reported a position in Eversource Energy in Q1 2023 and has held it in 12 quarters since.
SageView Advisory Group's Eversource Energy position peaked at $854K in Q1 2023.
1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.