BFEC
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Benjamin F. Edwards & Company’s Eversource Energy ES Stock Holding History

Benjamin F. Edwards & Company’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 		$533K Buy
9,404
+8,035
+587% +$476K 0.01% 674
2024
Q1 		$81K Buy
1,369
+97
+8% +$5.58K ﹤0.01% 1156
2023
Q4 		$78K Sell
1,272
-148
-10% -$8.53K ﹤0.01% 1142
2023
Q3 		$83K Sell
1,420
-154
-10% -$10.3K ﹤0.01% 931
2023
Q2 		$112K Sell
1,574
-293
-16% -$21.8K ﹤0.01% 884
2023
Q1 		$146K Sell
1,867
-129
-6% -$10.2K 0.01% 799
2022
Q4 		$167K Sell
1,996
-852
-30% -$67.6K 0.01% 762
2022
Q3 		$222K Sell
2,848
-1,352
-32% -$119K 0.01% 640
2022
Q2 		$355K Buy
4,200
+681
+19% +$60.5K 0.02% 509
2022
Q1 		$310K Sell
3,519
-3,212
-48% -$275K 0.01% 572
2021
Q4 		$612K Buy
6,731
+4,849
+258% +$417K 0.03% 433
2021
Q3 		$154K Sell
1,882
-76
-4% -$6.6K 0.01% 746
2021
Q2 		$157K Sell
1,958
-522
-21% -$44K 0.01% 718
2021
Q1 		$215K Sell
2,480
-2,106
-46% -$179K 0.01% 654
2020
Q4 		$397K Sell
4,586
-2,129
-32% -$190K 0.02% 488
2020
Q3 		$561K Sell
6,715
-35
-0.5% -$3K 0.04% 376
2020
Q2 		$562K Sell
6,750
-174
-3% -$14.4K 0.04% 344
2020
Q1 		$541K Sell
6,924
-353
-5% -$31K 0.05% 321
2019
Q4 		$619K Sell
7,277
-88
-1% -$7.32K 0.04% 337
2019
Q3 		$629K Buy
7,365
+1,274
+21% +$101K 0.05% 325
2019
Q2 		$461K Sell
6,091
-52
-0.8% -$3.81K 0.04% 373
2019
Q1 		$436K Sell
6,143
-174
-3% -$12K 0.04% 357
2018
Q4 		$411K Buy
6,317
+998
+19% +$65K 0.04% 336
2018
Q3 		$327K Sell
5,319
-718
-12% -$43.9K 0.03% 414
2018
Q2 		$354K Sell
6,037
-275
-4% -$15.8K 0.03% 384
2018
Q1 		$372K Buy
6,312
+446
+8% +$26.4K 0.04% 370
2017
Q4 		$371K Buy
5,866
+744
+15% +$47K 0.04% 360
2017
Q3 		$310K Buy
5,122
+2,778
+119% +$171K 0.04% 356
2017
Q2 		$142K Sell
2,344
-852
-27% -$51.7K 0.02% 499
2017
Q1 		$188K Buy
3,196
+4
+0.1% +$227 0.03% 417
2016
Q4 		$176K Sell
3,192
-699
-18% -$37.4K 0.03% 389
2016
Q3 		$211K Sell
3,891
-1,525
-28% -$86.1K 0.04% 327
2016
Q2 		$324K Sell
5,416
-106
-2% -$6K 0.06% 260
2016
Q1 		$322K Buy
5,522
+1,105
+25% +$60.3K 0.07% 249
2015
Q4 		$226K Sell
4,417
-275
-6% -$14K 0.05% 287
2015
Q3 		$237K Sell
4,692
-16
-0.3% -$771 0.05% 282
2015
Q2 		$214K Sell
4,708
-5,797
-55% -$281K 0.04% 333
2015
Q1 		$531K Buy
10,505
+1,730
+20% +$91K 0.11% 184
2014
Q4 		$470K Buy
8,775
+838
+11% +$41.8K 0.11% 183
2014
Q3 		$352K Buy
7,937
+1,324
+20% +$59.6K 0.09% 224
2014
Q2 		$313K Buy
6,613
+38
+0.6% +$1.74K 0.08% 232
2014
Q1 		$299K Buy
6,575
+803
+14% +$35.1K 0.08% 218
2013
Q4 		$245K Sell
5,772
-24
-0.4% -$1.01K 0.08% 218
2013
Q3 		$239K Sell
5,796
-165
-3% -$6.98K 0.09% 206
2013
Q2 		$250K Buy
+5,961
New +$258K 0.1% 183

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 $3.37T AUM 44.26% 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 $413B AUM 44.57% 1-Year Est. Return

Benjamin F. Edwards & Company's ES Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Eversource Energy (ES) stake by 587% in Q2 2024, buying an estimated $476K and bringing the position to 9,404 shares worth $533K. The position accounts for 0.01% of the portfolio, ranked #674.

Benjamin F. Edwards & Company first reported a position in ES in Q2 2013 and has held it in 45 quarters since. The position peaked at $629K in Q3 2019. 816 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Benjamin F. Edwards & Company held 9,404 shares of Eversource Energy worth $533K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 8,035 Eversource Energy shares in Q2 2024, an estimated $476K.
  • Eversource Energy made up 0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #674 holding.
  • Benjamin F. Edwards & Company first reported a position in Eversource Energy in Q2 2013 and has held it in 45 quarters since.
  • Benjamin F. Edwards & Company's Eversource Energy position peaked at $629K in Q3 2019.
  • 816 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.