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Tucker Asset Management’s Eversource Energy ES Stock Holding History

Tucker 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
Q4 		$10.9K Buy
+162
New +$11.4K ﹤0.01% 560
2025
Q1 		– Sell
-384
Closed -$22.1K – 497
2024
Q4 		$22.1K Sell
384
-1,003
-72% -$62.5K ﹤0.01% 545
2024
Q3 		$94.4K Sell
1,387
-464
-25% -$30K 0.02% 231
2024
Q2 		$105K Sell
1,851
-14
-0.8% -$830 0.02% 253
2024
Q1 		$111K Buy
1,865
+1,003
+116% +$57.7K 0.03% 259
2023
Q4 		$53.2K Hold
862
– – 0.01% 328
2023
Q3 		$50.1K Buy
862
+14
+2% +$933 0.01% 324
2023
Q2 		$60.1K Hold
848
– – 0.02% 237
2023
Q1 		$66.4K Buy
848
+36
+4% +$2.84K 0.02% 206
2022
Q4 		$69.1K Hold
812
– – 0.02% 121
2022
Q3 		$61.9K Hold
812
– – 0.02% 116
2022
Q2 		$68.6K Hold
812
– – 0.02% 74
2022
Q1 		$71.6K Buy
812
+348
+75% +$29.8K 0.02% 71
2021
Q4 		$42.3K Hold
464
– – 0.01% 101
2021
Q3 		$39.4K Buy
+464
New +$40.3K 0.01% 99

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
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
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

Tucker Asset Management's ES Position: Q4 2025 in Review

Tucker Asset Management opened a new position in Eversource Energy (ES) in Q4 2025: 162 shares worth $10.9K. The stake represents ﹤0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in ES as recently as Q4 2024.

Tucker Asset Management first reported a position in ES in Q3 2021 and has held it in 15 quarters since. The position peaked at $111K in Q1 2024. 1,028 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • Tucker Asset Management held 162 shares of Eversource Energy worth $10.9K as of Q4 2025.
  • Eversource Energy was a new Tucker Asset Management position in Q4 2025.
  • Eversource Energy made up ﹤0.01% of Tucker Asset Management's portfolio in Q4 2025, its #560 holding.
  • Tucker Asset Management first reported a position in Eversource Energy in Q3 2021 and has held it in 15 quarters since.
  • Tucker Asset Management's Eversource Energy position peaked at $111K in Q1 2024.
  • 1,028 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.