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Beacon Financial Advisory’s Eversource Energy ES Stock Holding History

Beacon Financial Advisory’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
Q1 		– Sell
-12,209
Closed -$754K – 253
2023
Q4 		$754K Sell
12,209
-10
-0.1% -$577 0.36% 82
2023
Q3 		$711K Buy
+12,219
New +$815K 0.39% 82

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beacon Financial Advisory's ES Position: Q1 2024 in Review

Beacon Financial Advisory sold out of Eversource Energy (ES) in Q1 2024, closing a stake of 12,209 shares — an estimated $754K sold.

Beacon Financial Advisory first reported a position in ES in Q3 2023 and held it in 2 quarters. The position peaked at $754K in Q4 2023. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.

  • Beacon Financial Advisory reported no remaining Eversource Energy position as of Q1 2024 after selling out during the quarter.
  • Beacon Financial Advisory sold 12,209 Eversource Energy shares in Q1 2024, an estimated $754K.
  • Beacon Financial Advisory first reported a position in Eversource Energy in Q3 2023 and held it in 2 quarters.
  • Beacon Financial Advisory's Eversource Energy position peaked at $754K in Q4 2023.
  • 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.

Based on Beacon Financial Advisory's 13F filing for Q1 2024, filed 1 May 2024.