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Black Diamond Financial’s Eversource Energy ES Stock Holding History

Black Diamond Financial’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
-3,054
Closed -$208K – 148
2024
Q3 		$208K Buy
+3,054
New +$197K 0.04% 136
2023
Q3 		– Sell
-3,044
Closed -$216K – 114
2023
Q2 		$216K Hold
3,044
– – 0.06% 99
2023
Q1 		$238K Hold
3,044
– – 0.08% 98
2022
Q4 		$255K Hold
3,044
– – 0.09% 92
2022
Q3 		$237K Hold
3,044
– – 0.1% 90
2022
Q2 		$257K Hold
3,044
– – 0.1% 96
2022
Q1 		$268K Buy
+3,044
New +$260K 0.08% 101

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

Black Diamond Financial's ES Position: Q4 2024 in Review

Black Diamond Financial sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 3,054 shares — an estimated $208K sold.

Black Diamond Financial first reported a position in ES in Q1 2022 and held it in 7 quarters. The position peaked at $268K in Q1 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Black Diamond Financial reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Black Diamond Financial sold 3,054 Eversource Energy shares in Q4 2024, an estimated $208K.
  • Black Diamond Financial first reported a position in Eversource Energy in Q1 2022 and held it in 7 quarters.
  • Black Diamond Financial's Eversource Energy position peaked at $268K in Q1 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Black Diamond Financial's 13F filing for Q4 2024, filed 4 Feb 2025.