Trifecta Capital Advisors’s Eversource Energy ES Stock Holding History

Trifecta Capital Advisors’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	-46	Closed	-$3.27K	–	328
2025 Q3	$3.27K	Hold	46	–	–	﹤0.01%	296
2025 Q2	$2.93K	Hold	46	–	–	﹤0.01%	306
2025 Q1	$2.86K	Sell	46 -10	-18%	-$597	﹤0.01%	273
2024 Q4	$3.22K	Hold	56	–	–	﹤0.01%	256
2024 Q3	$3.81K	Hold	56	–	–	﹤0.01%	255
2024 Q2	$3.18K	Hold	56	–	–	﹤0.01%	270
2024 Q1	$3.35K	Hold	56	–	–	﹤0.01%	258
2023 Q4	$3.46K	Buy	56 +47	+522%	+$2.71K	﹤0.01%	275
2023 Q3	$524	Hold	9	–	–	﹤0.01%	418
2023 Q2	$639	Hold	9	–	–	﹤0.01%	404
2023 Q1	$705	Sell	9 -1	-10%	-$79	﹤0.01%	395
2022 Q4	$838	Buy	+10	New	+$793	﹤0.01%	387

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Trifecta Capital Advisors's ES Position: Q4 2025 in Review

Trifecta Capital Advisors sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 46 shares — an estimated $3.27K sold.

Trifecta Capital Advisors first reported a position in ES in Q4 2022 and held it in 12 quarters. The position peaked at $3.81K in Q3 2024. 1,029 funds tracked by Wall St. Rank hold ES as of Q4 2025.

Trifecta Capital Advisors reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
Trifecta Capital Advisors sold 46 Eversource Energy shares in Q4 2025, an estimated $3.27K.
Trifecta Capital Advisors first reported a position in Eversource Energy in Q4 2022 and held it in 12 quarters.
Trifecta Capital Advisors's Eversource Energy position peaked at $3.81K in Q3 2024.
1,029 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Trifecta Capital Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.