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Alta Advisers’s Eversource Energy ES Stock Holding History

Alta Advisers’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
2024
Q4 		– Sell
-1,000
Closed -$68K – 244
2024
Q3 		$68K Hold
1,000
– – 0.03% 375
2024
Q2 		$56.7K Hold
1,000
– – 0.03% 370
2024
Q1 		$59.8K Hold
1,000
– – 0.03% 370
2023
Q4 		$61.7K Hold
1,000
– – 0.03% 358
2023
Q3 		$58.1K Hold
1,000
– – 0.03% 353
2023
Q2 		$70.9K Hold
1,000
– – 0.04% 322
2023
Q1 		$78.3K Hold
1,000
– – 0.05% 301
2022
Q4 		$84K Hold
1,000
– – 0.05% 271
2022
Q3 		$78K Buy
+1,000
New +$88.1K 0.05% 269

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Alta Advisers's ES Position: Q4 2024 in Review

Alta Advisers sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 1,000 shares — an estimated $68K sold.

Alta Advisers first reported a position in ES in Q3 2022 and held it in 9 quarters. The position peaked at $84K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Alta Advisers reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Alta Advisers sold 1,000 Eversource Energy shares in Q4 2024, an estimated $68K.
  • Alta Advisers first reported a position in Eversource Energy in Q3 2022 and held it in 9 quarters.
  • Alta Advisers's Eversource Energy position peaked at $84K in Q4 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Alta Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.