AEPWM
ES icon

Atlantic Edge Private Wealth Management’s Eversource Energy ES Stock Holding History

Atlantic Edge Private Wealth 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
2024
Q2 		– Sell
-44
Closed -$2.63K – 494
2024
Q1 		$2.63K Buy
+44
New +$2.53K ﹤0.01% 423

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Atlantic Edge Private Wealth Management's ES Position: Q2 2024 in Review

Atlantic Edge Private Wealth Management sold out of Eversource Energy (ES) in Q2 2024, closing a stake of 44 shares — an estimated $2.63K sold.

Atlantic Edge Private Wealth Management first reported a position in ES in Q1 2024 and held it in 1 quarter. The position peaked at $2.63K in Q1 2024. 817 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Atlantic Edge Private Wealth Management reported no remaining Eversource Energy position as of Q2 2024 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 44 Eversource Energy shares in Q2 2024, an estimated $2.63K.
  • Atlantic Edge Private Wealth Management first reported a position in Eversource Energy in Q1 2024 and held it in 1 quarter.
  • Atlantic Edge Private Wealth Management's Eversource Energy position peaked at $2.63K in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.