Tranquilli Financial Advisor’s Eversource Energy ES Stock Holding History

Tranquilli Financial Advisor’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	-3,716	Closed	-$213K	–	115
2024 Q4	$213K	Hold	3,716	–	–	0.14%	99
2024 Q3	$253K	Hold	3,716	–	–	0.16%	96
2024 Q2	$210K	Hold	3,716	–	–	0.14%	101
2024 Q1	$222K	Hold	3,716	–	–	0.15%	98
2023 Q4	$229K	Sell	3,716 -1,300	-26%	-$74.9K	0.16%	92
2023 Q3	$292K	Hold	5,016	–	–	0.21%	76
2023 Q2	$356K	Hold	5,016	–	–	0.25%	68
2023 Q1	$393K	Hold	5,016	–	–	0.29%	64
2022 Q4	$421K	Hold	5,016	–	–	0.32%	52
2022 Q3	$391K	Hold	5,016	–	–	0.31%	38
2022 Q2	$424K	Hold	5,016	–	–	0.32%	31
2022 Q1	$442K	Hold	5,016	–	–	0.31%	49
2021 Q4	$456K	Hold	5,016	–	–	0.32%	53
2021 Q3	$410K	Hold	5,016	–	–	0.31%	50
2021 Q2	$402K	Hold	5,016	–	–	0.3%	52
2021 Q1	$434K	Hold	5,016	–	–	0.35%	48
2020 Q4	$434K	Buy	+5,016	New	+$447K	0.39%	46

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Tranquilli Financial Advisor's ES Position: Q1 2025 in Review

Tranquilli Financial Advisor sold out of Eversource Energy (ES) in Q1 2025, closing a stake of 3,716 shares — an estimated $213K sold.

Tranquilli Financial Advisor first reported a position in ES in Q4 2020 and held it in 17 quarters. The position peaked at $456K in Q4 2021. 885 funds tracked by Wall St. Rank hold ES as of Q1 2025.

Tranquilli Financial Advisor reported no remaining Eversource Energy position as of Q1 2025 after selling out during the quarter.
Tranquilli Financial Advisor sold 3,716 Eversource Energy shares in Q1 2025, an estimated $213K.
Tranquilli Financial Advisor first reported a position in Eversource Energy in Q4 2020 and held it in 17 quarters.
Tranquilli Financial Advisor's Eversource Energy position peaked at $456K in Q4 2021.
885 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2025.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2025, filed 12 May 2025.