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VSM Wealth Advisory’s Eversource Energy ES Stock Holding History

VSM Wealth Advisory’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
-322
Closed -$22.9K – 462
2025
Q3 		$22.9K Sell
322
-1
-0.3% -$66 0.01% 267
2025
Q2 		$20.5K Hold
323
– – 0.01% 300
2025
Q1 		$20.1K Hold
323
– – 0.01% 280
2024
Q4 		$18.6K Buy
+323
New +$20.1K 0.01% 282

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

VSM Wealth Advisory's ES Position: Q4 2025 in Review

VSM Wealth Advisory sold out of Eversource Energy (ES) in Q4 2025, closing a stake of 322 shares — an estimated $22.9K sold.

VSM Wealth Advisory first reported a position in ES in Q4 2024 and held it in 4 quarters. The position peaked at $22.9K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold ES as of Q4 2025.

  • VSM Wealth Advisory reported no remaining Eversource Energy position as of Q4 2025 after selling out during the quarter.
  • VSM Wealth Advisory sold 322 Eversource Energy shares in Q4 2025, an estimated $22.9K.
  • VSM Wealth Advisory first reported a position in Eversource Energy in Q4 2024 and held it in 4 quarters.
  • VSM Wealth Advisory's Eversource Energy position peaked at $22.9K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2025.

Based on VSM Wealth Advisory's 13F filing for Q4 2025, filed 6 Feb 2026.