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Stoneridge Investment Partners’s Eversource Energy ES Stock Holding History

Stoneridge Investment Partners’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
-4,522
Closed -$281K – 140
2025
Q1 		$281K Sell
4,522
-23,612
-84% -$1.41M 0.24% 71
2024
Q4 		$1.62M Buy
+28,134
New +$1.75M 0.58% 53

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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

Stoneridge Investment Partners's ES Position: Q2 2025 in Review

Stoneridge Investment Partners sold out of Eversource Energy (ES) in Q2 2025, closing a stake of 4,522 shares — an estimated $281K sold.

Stoneridge Investment Partners first reported a position in ES in Q4 2024 and held it in 2 quarters. The position peaked at $1.62M in Q4 2024. 933 funds tracked by Wall St. Rank hold ES as of Q2 2025.

  • Stoneridge Investment Partners reported no remaining Eversource Energy position as of Q2 2025 after selling out during the quarter.
  • Stoneridge Investment Partners sold 4,522 Eversource Energy shares in Q2 2025, an estimated $281K.
  • Stoneridge Investment Partners first reported a position in Eversource Energy in Q4 2024 and held it in 2 quarters.
  • Stoneridge Investment Partners's Eversource Energy position peaked at $1.62M in Q4 2024.
  • 933 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2025.

Based on Stoneridge Investment Partners's 13F filing for Q2 2025, filed 11 Aug 2025.