Ashton Thomas Private Wealth’s Eversource Energy ES Stock Holding History

Ashton Thomas Private Wealth’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 Q3	–	Sell	-2,170	Closed	-$123K	–	986
2024 Q2	$123K	Buy	+2,170	New	+$129K	0.01%	706
2021 Q1	–	Sell	-9,018	Closed	-$780K	–	307
2020 Q4	$780K	Buy	9,018 +1,725	+24%	+$154K	0.15%	178
2020 Q3	$609K	Buy	7,293 +648	+10%	+$55.5K	0.15%	160
2020 Q2	$553K	Buy	6,645 +2,787	+72%	+$231K	0.16%	151
2020 Q1	$302K	Buy	3,858 +300	+8%	+$26.3K	0.12%	171
2019 Q4	$303K	Buy	3,558 +34	+1%	+$2.83K	0.1%	189
2019 Q3	$301K	Buy	3,524 +126	+4%	+$10K	0.13%	150
2019 Q2	$257K	Buy	3,398 +454	+15%	+$33.2K	0.1%	164
2019 Q1	$209K	Buy	+2,944	New	+$203K	0.09%	180

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

MAM

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ashton Thomas Private Wealth's ES Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 2,170 shares — an estimated $123K sold.

Ashton Thomas Private Wealth first reported a position in ES in Q1 2019 and held it in 9 quarters. The position peaked at $780K in Q4 2020. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

Ashton Thomas Private Wealth reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
Ashton Thomas Private Wealth sold 2,170 Eversource Energy shares in Q3 2024, an estimated $123K.
Ashton Thomas Private Wealth first reported a position in Eversource Energy in Q1 2019 and held it in 9 quarters.
Ashton Thomas Private Wealth's Eversource Energy position peaked at $780K in Q4 2020.
866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.