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Simon Quick Advisors’s Eversource Energy ES Stock Holding History

Simon Quick 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
Q2 		– Sell
-3,828
Closed -$238K – 447
2025
Q1 		$238K Buy
+3,828
New +$228K 0.01% 502
2020
Q1 		– Sell
-67
Closed -$6K – 544
2019
Q4 		$6K Buy
+67
New +$5.57K ﹤0.01% 461

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Simon Quick Advisors's ES Position: Q2 2025 in Review

Simon Quick Advisors sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 3,828 shares — an estimated $238K sold.

Simon Quick Advisors first reported a position in ES in Q4 2019 and held it in 2 quarters. The position peaked at $238K in Q1 2025. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Simon Quick Advisors reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 3,828 Eversource Energy shares in Q2 2025, an estimated $238K.
  • Simon Quick Advisors first reported a position in Eversource Energy in Q4 2019 and held it in 2 quarters.
  • Simon Quick Advisors's Eversource Energy position peaked at $238K in Q1 2025.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.