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Sierra Ocean’s Eversource Energy ES Stock Holding History

Sierra Ocean’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
-89
Closed -$5.66K – 343
2025
Q2 		$5.66K Sell
89
-145
-62% -$8.94K ﹤0.01% 569
2025
Q1 		$14.5K Buy
234
+145
+163% +$8.65K 0.01% 361
2024
Q4 		$5.11K Buy
+89
New +$5.55K ﹤0.01% 584

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

Sierra Ocean's ES Position: Q3 2025 in Review

Sierra Ocean sold out of Eversource Energy (ES) in Q3 2025, closing a stake of 89 shares — an estimated $5.66K sold.

Sierra Ocean first reported a position in ES in Q4 2024 and held it in 3 quarters. The position peaked at $14.5K in Q1 2025. 989 funds tracked by Wall St. Rank hold ES as of Q3 2025.

  • Sierra Ocean reported no remaining Eversource Energy position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 89 Eversource Energy shares in Q3 2025, an estimated $5.66K.
  • Sierra Ocean first reported a position in Eversource Energy in Q4 2024 and held it in 3 quarters.
  • Sierra Ocean's Eversource Energy position peaked at $14.5K in Q1 2025.
  • 989 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.