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Avestar Capital’s Eversource Energy ES Stock Holding History

Avestar Capital’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
-2,951
Closed -$201K – 529
2024
Q3 		$201K Buy
+2,951
New +$191K 0.02% 445
2024
Q2 		– Sell
-6,504
Closed -$393K – 474
2024
Q1 		$393K Buy
6,504
+2,284
+54% +$131K 0.04% 272
2023
Q4 		$260K Sell
4,220
-377
-8% -$21.7K 0.03% 317
2023
Q3 		$267K Buy
4,597
+906
+25% +$60.4K 0.04% 276
2023
Q2 		$262K Buy
+3,691
New +$275K 0.04% 255
2019
Q3 		– Sell
-57
Closed -$2K – 379
2019
Q2 		$2K Buy
57
+46
+418% +$3.37K ﹤0.01% 681
2019
Q1 		$0 Hold
11
– – ﹤0.01% 876
2018
Q4 		$0 Hold
11
– – ﹤0.01% 875
2018
Q3 		$0 Hold
11
– – ﹤0.01% 877
2018
Q2 		$0 Buy
+11
New +$633 ﹤0.01% 906

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

Avestar Capital's ES Position: Q4 2024 in Review

Avestar Capital sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 2,951 shares — an estimated $201K sold.

Avestar Capital first reported a position in ES in Q2 2018 and held it in 10 quarters. The position peaked at $393K in Q1 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Avestar Capital reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Avestar Capital sold 2,951 Eversource Energy shares in Q4 2024, an estimated $201K.
  • Avestar Capital first reported a position in Eversource Energy in Q2 2018 and held it in 10 quarters.
  • Avestar Capital's Eversource Energy position peaked at $393K in Q1 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Avestar Capital's 13F filing for Q4 2024, filed 29 Jan 2025.