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Sowa Financial Group’s Eversource Energy ES Stock Holding History

Sowa Financial 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
Q2 		– Sell
-10,700
Closed -$665K – 29
2025
Q1 		$665K Buy
10,700
+130
+1% +$7.76K 0.44% 22
2024
Q4 		$607K Sell
10,570
-304
-3% -$18.9K 0.38% 23
2024
Q3 		$740K Sell
10,874
-189
-2% -$12.2K 0.47% 26
2024
Q2 		$627K Sell
11,063
-1,351
-11% -$80.1K 0.47% 25
2024
Q1 		$766K Hold
12,414
– – 0.63% 25
2023
Q4 		$766K Buy
12,414
+135
+1% +$7.78K 0.63% 25
2023
Q3 		$714K Sell
12,279
-2,383
-16% -$159K 0.54% 30
2023
Q2 		$1.04M Sell
14,662
-138
-0.9% -$10.3K 0.71% 28
2023
Q1 		$1.16M Buy
14,800
+128
+0.9% +$10.1K 0.83% 25
2022
Q4 		$1.23M Buy
14,672
+9
+0.1% +$714 0.92% 25
2022
Q3 		$1.14M Buy
14,663
+111
+0.8% +$9.78K 0.9% 26
2022
Q2 		$1.23M Buy
14,552
+22
+0.2% +$1.96K 0.94% 25
2022
Q1 		$1.28M Buy
14,530
+106
+0.7% +$9.07K 0.77% 30
2021
Q4 		$1.31M Buy
14,424
+95
+0.7% +$8.17K 0.77% 29
2021
Q3 		$1.17M Buy
14,329
+106
+0.7% +$9.2K 0.76% 30
2021
Q2 		$1.14M Hold
14,223
– – 0.85% 26
2021
Q1 		$1.23M Sell
14,223
-1,000
-7% -$84.9K 0.87% 24
2020
Q4 		$1.32M Hold
15,223
– – 0.89% 24
2020
Q3 		$1.27M Hold
15,223
– – 0.91% 23
2020
Q2 		$1.27M Hold
15,223
– – 0.96% 23
2020
Q1 		$1.19M Hold
15,223
– – 1.05% 22
2019
Q4 		$1.29M Buy
+15,223
New +$1.27M 1.05% 22

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

Sowa Financial Group's ES Position: Q2 2025 in Review

Sowa Financial Group sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 10,700 shares — an estimated $665K sold.

Sowa Financial Group first reported a position in ES in Q4 2019 and held it in 22 quarters. The position peaked at $1.32M in Q4 2020. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Sowa Financial Group reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Sowa Financial Group sold 10,700 Eversource Energy shares in Q2 2025, an estimated $665K.
  • Sowa Financial Group first reported a position in Eversource Energy in Q4 2019 and held it in 22 quarters.
  • Sowa Financial Group's Eversource Energy position peaked at $1.32M in Q4 2020.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Sowa Financial Group's 13F filing for Q2 2025, filed 29 Jul 2025.