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B. Riley Wealth Advisors’s Eversource Energy ES Stock Holding History

B. Riley Wealth Advisors’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 		$283K Sell
4,932
-1,022
-17% -$63.7K 0.01% 891
2024
Q3 		$404K Buy
5,954
+458
+8% +$29.6K 0.01% 827
2024
Q2 		$312K Buy
5,496
+1,711
+45% +$101K 0.01% 1018
2024
Q1 		$220K Sell
3,785
-590
-13% -$33.9K 0.01% 1219
2023
Q4 		$270K Buy
4,375
+590
+16% +$34K 0.01% 1106
2023
Q3 		$220K Sell
3,785
-5,166
-58% -$344K 0.01% 1219
2023
Q2 		$635K Sell
8,951
-528
-6% -$39.3K 0.01% 750
2023
Q1 		$742K Sell
9,479
-4,173
-31% -$330K 0.02% 650
2022
Q4 		$1.14M Buy
13,652
+3,852
+39% +$306K 0.03% 491
2022
Q3 		$765K Buy
9,800
+948
+11% +$83.5K 0.02% 591
2022
Q2 		$748K Buy
8,852
+117
+1% +$10.4K 0.03% 504
2022
Q1 		$771K Sell
8,735
-1,742
-17% -$149K 0.03% 569
2021
Q4 		$954K Sell
10,477
-18
-0.2% -$1.55K 0.03% 543
2021
Q3 		$855K Buy
10,495
+43
+0.4% +$3.73K 0.03% 575
2021
Q2 		$858K Sell
10,452
-188
-2% -$15.8K 0.03% 566
2021
Q1 		$922K Buy
10,640
+3,342
+46% +$284K 0.03% 504
2020
Q4 		$632K Buy
7,298
+285
+4% +$25.4K 0.03% 460
2020
Q3 		$585K Buy
7,013
+190
+3% +$16.3K 0.03% 479
2020
Q2 		$568K Sell
6,823
-3,156
-32% -$261K 0.04% 411
2020
Q1 		$781K Buy
+9,979
New +$875K 0.07% 283
2015
Q1 		– Sell
-2,222
Closed -$119 – 989
2014
Q4 		$119 Buy
+2,222
New +$111K ﹤0.01% 1624
2014
Q3 		– Sell
-2,222
Closed -$105K – 1011
2014
Q2 		$105K Hold
2,222
– – 0.02% 696
2014
Q1 		$101K Hold
2,222
– – 0.03% 612
2013
Q4 		$94K Sell
2,222
-812
-27% -$34.1K 0.03% 562
2013
Q3 		$125K Sell
3,034
-9
-0.3% -$381 0.04% 483
2013
Q2 		$128K Buy
+3,043
New +$132K 0.04% 477

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

B. Riley Wealth Advisors's ES Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Eversource Energy (ES) stake by 17% in Q4 2024, selling an estimated $63.7K and leaving 4,932 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #891.

B. Riley Wealth Advisors first reported a position in ES in Q2 2013 and has held it in 26 quarters since. The position peaked at $1.14M in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • B. Riley Wealth Advisors held 4,932 shares of Eversource Energy worth $283K as of Q4 2024.
  • B. Riley Wealth Advisors sold 1,022 Eversource Energy shares in Q4 2024, an estimated $63.7K.
  • Eversource Energy made up 0.01% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #891 holding.
  • B. Riley Wealth Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 26 quarters since.
  • B. Riley Wealth Advisors's Eversource Energy position peaked at $1.14M in Q4 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.