Baldwin Wealth Partners’s Eversource Energy ES Stock Holding History

Baldwin Wealth Partners’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	-27	Closed	-$1.84K	–	487
2024 Q3	$1.84K	Sell	27 -23	-46%	-$1.49K	﹤0.01%	956
2024 Q2	$2.84K	Buy	+50	New	+$2.96K	﹤0.01%	634
2024 Q1	–	Sell	-269	Closed	-$16.6K	–	706
2023 Q4	$16.6K	Sell	269 -590	-69%	-$34K	﹤0.01%	524
2023 Q3	$50K	Hold	859	–	–	﹤0.01%	396
2023 Q2	$60.9K	Hold	859	–	–	0.01%	388
2023 Q1	$67.2K	Hold	859	–	–	0.01%	376
2022 Q4	$72K	Buy	859 +590	+219%	+$46.8K	0.01%	357
2022 Q3	$21K	Hold	269	–	–	﹤0.01%	443
2022 Q2	$23K	Hold	269	–	–	﹤0.01%	456
2022 Q1	$24K	Sell	269 -195	-42%	-$16.7K	﹤0.01%	457
2021 Q4	$42K	Buy	464 +195	+72%	+$16.8K	﹤0.01%	367
2021 Q3	$22K	Hold	269	–	–	﹤0.01%	446
2021 Q2	$22K	Hold	269	–	–	﹤0.01%	463
2021 Q1	$23K	Buy	+269	New	+$22.8K	﹤0.01%	438

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

MAM

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's ES Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 27 shares — an estimated $1.84K sold.

Baldwin Wealth Partners first reported a position in ES in Q1 2021 and held it in 14 quarters. The position peaked at $72K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Baldwin Wealth Partners reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 27 Eversource Energy shares in Q4 2024, an estimated $1.84K.
Baldwin Wealth Partners first reported a position in Eversource Energy in Q1 2021 and held it in 14 quarters.
Baldwin Wealth Partners's Eversource Energy position peaked at $72K in Q4 2022.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.