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Brophy Wealth Management’s Eversource Energy ES Stock Holding History

Brophy Wealth Management’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
Q3 		$271K Buy
+3,986
New +$258K 0.1% 182

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Brophy Wealth Management's ES Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Eversource Energy (ES) in Q3 2024: 3,986 shares worth $271K. The stake represents 0.1% of the portfolio and ranks #182 among its holdings.

866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Brophy Wealth Management held 3,986 shares of Eversource Energy worth $271K as of Q3 2024.
  • Eversource Energy was a new Brophy Wealth Management position in Q3 2024.
  • Eversource Energy made up 0.1% of Brophy Wealth Management's portfolio in Q3 2024, its #182 holding.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.