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Sugar Maple Asset Management’s Eversource Energy ES Stock Holding History

Sugar Maple Asset Management’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
Q1 		– Sell
-5
Closed -$287 – 195
2024
Q4 		$287 Buy
+5
New +$312 ﹤0.01% 407

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Wellington Management Group
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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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugar Maple Asset Management's ES Position: Q1 2025 in Review

Sugar Maple Asset Management sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 5 shares — an estimated $287 sold.

Sugar Maple Asset Management first reported a position in ES in Q4 2024 and held it in 1 quarter. The position peaked at $287 in Q4 2024. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

  • Sugar Maple Asset Management reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
  • Sugar Maple Asset Management sold 5 Eversource Energy shares in Q1 2025, an estimated $287.
  • Sugar Maple Asset Management first reported a position in Eversource Energy in Q4 2024 and held it in 1 quarter.
  • Sugar Maple Asset Management's Eversource Energy position peaked at $287 in Q4 2024.
  • 885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Sugar Maple Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.