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Stance Capital’s Eversource Energy ES Stock Holding History

Stance Capital’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
Q4 		– Sell
-316
Closed -$22.5K – 185
2025
Q3 		$22.5K Buy
+316
New +$20.7K 0.01% 228
2025
Q1 		– Sell
-32,519
Closed -$1.87M – 125
2024
Q4 		$1.87M Buy
+32,519
New +$2.03M 1.16% 31

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Stance Capital's ES Position: Q4 2025 in Review

Stance Capital sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 316 shares — an estimated $22.5K sold.

Stance Capital first reported a position in ES in Q4 2024 and held it in 2 quarters. The position peaked at $1.87M in Q4 2024. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Stance Capital reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • Stance Capital sold 316 Eversource Energy shares in Q4 2025, an estimated $22.5K.
  • Stance Capital first reported a position in Eversource Energy in Q4 2024 and held it in 2 quarters.
  • Stance Capital's Eversource Energy position peaked at $1.87M in Q4 2024.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Stance Capital's 13F filing for Q4 2025, filed 17 Mar 2026.