ES — EVERSOURCE ENERGY

Ownership history in Brick & Kyle, Associates  ·  2 quarters on record

This page tracks every 13F SEC filing in which Brick & Kyle, Associates reported a position in EVERSOURCE ENERGY (ES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.61% (2025 Q3)
Avg. % of fund
2.48%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 98,831 -511 -0.5% 2.36% $6.7M $66.63
2025 Q3 INITIATED 99,342 — — 2.61% $7.1M $69.61
% of Fund (quarterly)    ES price (monthly, adj. close)

Other funds also holding ES

As of 2025 Q4 — sorted by position size

Belvedere Trading LLC 3Y 7Y 13.03% Zimmer Partners, LP 3Y 7Y 6.82% Magellan Asset Management Ltd 3Y 7Y 5.72% Covalis Capital LLP 3Y 7Y 5.39% Act Two Investors LLC 3Y 7Y 5.15% Belvedere Trading LLC 3Y 7Y 3.97% Ausbil Investment Management Ltd 3Y 3.63% Aventail Capital Group, LP 3Y 3.3% MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 3Y 7Y 2.41% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 1.91%
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