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Sherbrooke Park Advisers’s Eversource Energy ES Stock Holding History

Sherbrooke Park Advisers’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
Q3 		– Sell
-7,577
Closed -$482K – 574
2025
Q2 		$482K Buy
7,577
+3,531
+87% +$218K 0.21% 185
2025
Q1 		$251K Sell
4,046
-5,134
-56% -$306K 0.12% 355
2024
Q4 		$527K Sell
9,180
-1,024
-10% -$63.8K 0.17% 196
2024
Q3 		$694K Sell
10,204
-1,215
-11% -$78.5K 0.16% 194
2024
Q2 		$648K Buy
+11,419
New +$677K 0.11% 302
2023
Q2 		– Sell
-10,500
Closed -$822K – 354
2023
Q1 		$822K Buy
10,500
+2,500
+31% +$197K 1.24% 9
2022
Q4 		$671K Buy
+8,000
New +$634K 0.49% 66

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sherbrooke Park Advisers's ES Position: Q3 2025 in Review

Sherbrooke Park Advisers sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 7,577 shares — an estimated $482K sold.

Sherbrooke Park Advisers first reported a position in ES in Q4 2022 and held it in 7 quarters. The position peaked at $822K in Q1 2023. 990 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Sherbrooke Park Advisers reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 7,577 Eversource Energy shares in Q3 2025, an estimated $482K.
  • Sherbrooke Park Advisers first reported a position in Eversource Energy in Q4 2022 and held it in 7 quarters.
  • Sherbrooke Park Advisers's Eversource Energy position peaked at $822K in Q1 2023.
  • 990 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q3 2025, filed 14 Nov 2025.