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Sandy Spring Bank’s Eversource Energy ES Stock Holding History

Sandy Spring Bank’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 		$193K Buy
3,107
+16
+0.5% +$955 0.01% 371
2024
Q4 		$178K Hold
3,091
– – 0.01% 387
2024
Q3 		$210K Sell
3,091
-168
-5% -$10.9K 0.01% 373
2024
Q2 		$185K Buy
3,259
+18
+0.6% +$1.07K 0.01% 375
2024
Q1 		$194K Buy
3,241
+10
+0.3% +$575 0.01% 372
2023
Q4 		$199K Sell
3,231
-55
-2% -$3.17K 0.01% 362
2023
Q3 		$191K Buy
3,286
+71
+2% +$4.73K 0.01% 351
2023
Q2 		$228K Sell
3,215
-242
-7% -$18K 0.01% 337
2023
Q1 		$271K Sell
3,457
-352
-9% -$27.8K 0.02% 315
2022
Q4 		$319K Hold
3,809
– – 0.02% 292
2022
Q3 		$297K Hold
3,809
– – 0.02% 286
2022
Q2 		$322K Hold
3,809
– – 0.02% 283
2022
Q1 		$336K Hold
3,809
– – 0.02% 287
2021
Q4 		$347K Buy
3,809
+100
+3% +$8.6K 0.02% 292
2021
Q3 		$303K Sell
3,709
-93
-2% -$8.07K 0.02% 297
2021
Q2 		$305K Buy
3,802
+350
+10% +$29.5K 0.02% 296
2021
Q1 		$298K Buy
3,452
+150
+5% +$12.7K 0.02% 287
2020
Q4 		$285K Hold
3,302
– – 0.02% 285
2020
Q3 		$275K Hold
3,302
– – 0.02% 272
2020
Q2 		$275K Buy
3,302
+255
+8% +$21.1K 0.02% 267
2020
Q1 		$239K Hold
3,047
– – 0.02% 265
2019
Q4 		$259K Sell
3,047
-458
-13% -$38.1K 0.02% 274
2019
Q3 		$300K Buy
3,505
+26
+0.7% +$2.07K 0.02% 267
2019
Q2 		$263K Hold
3,479
– – 0.02% 274
2019
Q1 		$247K Sell
3,479
-100
-3% -$6.89K 0.02% 274
2018
Q4 		$232K Hold
3,579
– – 0.02% 267
2018
Q3 		$220K Buy
3,579
+97
+3% +$5.94K 0.02% 292
2018
Q2 		$204K Sell
3,482
-105
-3% -$6.04K 0.02% 298
2018
Q1 		$211K Sell
3,587
-107
-3% -$6.33K 0.02% 299
2017
Q4 		$233K Hold
3,694
– – 0.02% 273
2017
Q3 		$223K Hold
3,694
– – 0.02% 276
2017
Q2 		$224K Sell
3,694
-300
-8% -$18.2K 0.02% 284
2017
Q1 		$234K Sell
3,994
-547
-12% -$31.1K 0.02% 272
2016
Q4 		$250K Sell
4,541
-524
-10% -$28K 0.03% 267
2016
Q3 		$274K Buy
5,065
+424
+9% +$23.9K 0.03% 260
2016
Q2 		$304K Sell
4,641
-524
-10% -$29.6K 0.03% 249
2016
Q1 		$301K Hold
5,165
– – 0.03% 246
2015
Q4 		$263K Hold
5,165
– – 0.03% 256
2015
Q3 		$261K Sell
5,165
-250
-5% -$12K 0.03% 259
2015
Q2 		$246K Buy
5,415
+4,467
+471% +$217K 0.03% 269
2015
Q1 		$48K Sell
948
-1,952
-67% -$103K 0.01% 463
2014
Q4 		$155K Sell
2,900
-100
-3% -$4.99K 0.02% 286
2014
Q3 		$133K Buy
3,000
+663
+28% +$29.8K 0.02% 302
2014
Q2 		$110K Sell
2,337
-400
-15% -$18.3K 0.01% 320
2014
Q1 		$124K Buy
2,737
+67
+3% +$2.92K 0.02% 291
2013
Q4 		$113K Hold
2,670
– – 0.02% 302
2013
Q3 		$110K Hold
2,670
– – 0.02% 292
2013
Q2 		$112K Buy
+2,670
New +$115K 0.02% 275

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

Sandy Spring Bank's ES Position: Q1 2025 in Review

Sandy Spring Bank increased its Eversource Energy (ES) stake by 0.52% in Q1 2025, buying an estimated $955 and bringing the position to 3,107 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #371.

Sandy Spring Bank first reported a position in ES in Q2 2013 and has held it in 48 quarters since. The position peaked at $347K in Q4 2021. 886 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Sandy Spring Bank held 3,107 shares of Eversource Energy worth $193K as of Q1 2025.
  • Sandy Spring Bank bought 16 Eversource Energy shares in Q1 2025, an estimated $955.
  • Eversource Energy made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #371 holding.
  • Sandy Spring Bank first reported a position in Eversource Energy in Q2 2013 and has held it in 48 quarters since.
  • Sandy Spring Bank's Eversource Energy position peaked at $347K in Q4 2021.
  • 886 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.