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Buckingham Strategic Wealth’s Eversource Energy ES Stock Holding History

Buckingham Strategic Wealth’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 		$268K Buy
4,729
+72
+2% +$4.27K ﹤0.01% 627
2024
Q1 		$278K Buy
4,657
+724
+18% +$41.6K ﹤0.01% 608
2023
Q4 		$243K Sell
3,933
-733
-16% -$42.3K ﹤0.01% 635
2023
Q3 		$271K Buy
4,666
+451
+11% +$30.1K ﹤0.01% 549
2023
Q2 		$299K Sell
4,215
-241
-5% -$17.9K ﹤0.01% 535
2023
Q1 		$374K Hold
4,456
– – 0.01% 445
2022
Q4 		$374K Sell
4,456
-121
-3% -$9.6K 0.01% 447
2022
Q3 		$357K Buy
4,577
+463
+11% +$40.8K 0.01% 434
2022
Q2 		$348K Buy
4,114
+669
+19% +$59.4K 0.01% 441
2022
Q1 		$304K Buy
3,445
+253
+8% +$21.6K 0.01% 467
2021
Q4 		$290K Hold
3,192
– – 0.01% 479
2021
Q3 		$261K Sell
3,192
-22
-0.7% -$1.91K 0.01% 496
2021
Q2 		$258K Buy
3,214
+60
+2% +$5.05K 0.01% 493
2021
Q1 		$273K Sell
3,154
-69
-2% -$5.86K 0.01% 455
2020
Q4 		$279K Buy
3,223
+53
+2% +$4.72K 0.01% 433
2020
Q3 		$265K Sell
3,170
-1,353
-30% -$116K 0.02% 405
2020
Q2 		$377K Sell
4,523
-338
-7% -$28K 0.04% 269
2020
Q1 		$380K Buy
4,861
+193
+4% +$16.9K 0.04% 292
2019
Q4 		$397K Hold
4,668
– – 0.04% 290
2019
Q3 		$399K Buy
4,668
+125
+3% +$9.94K 0.04% 274
2019
Q2 		$344K Hold
4,543
– – 0.04% 306
2019
Q1 		$322K Sell
4,543
-86
-2% -$5.92K 0.04% 301
2018
Q4 		$301K Buy
4,629
+86
+2% +$5.6K 0.05% 263
2018
Q3 		$279K Buy
+4,543
New +$278K 0.04% 281
2018
Q2 		– Sell
-4,339
Closed -$256K – 365
2018
Q1 		$256K Sell
4,339
-558
-11% -$33K 0.05% 261
2017
Q4 		$309K Sell
4,897
-641
-12% -$40.5K 0.06% 236
2017
Q3 		$335K Buy
5,538
+1,491
+37% +$92K 0.08% 210
2017
Q2 		$246K Buy
4,047
+25
+0.6% +$1.52K 0.06% 245
2017
Q1 		$236K Sell
4,022
-74
-2% -$4.21K 0.07% 216
2016
Q4 		$226K Buy
4,096
+117
+3% +$6.25K 0.07% 201
2016
Q3 		$216K Sell
3,979
-849
-18% -$47.9K 0.07% 206
2016
Q2 		$289K Sell
4,828
-1,290
-21% -$73K 0.1% 158
2016
Q1 		$357K Buy
6,118
+967
+19% +$52.8K 0.12% 132
2015
Q4 		$263K Hold
5,151
– – 0.09% 154
2015
Q3 		$261K Buy
5,151
+275
+6% +$13.2K 0.09% 152
2015
Q2 		$221K Buy
4,876
+703
+17% +$34.1K 0.07% 196
2015
Q1 		$211K Sell
4,173
-180
-4% -$9.47K 0.08% 200
2014
Q4 		$233K Buy
+4,353
New +$217K 0.09% 174

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

Buckingham Strategic Wealth's ES Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Eversource Energy (ES) stake by 1.5% in Q2 2024, buying an estimated $4.27K and bringing the position to 4,729 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Buckingham Strategic Wealth first reported a position in ES in Q4 2014 and has held it in 38 quarters since. The position peaked at $399K in Q3 2019. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • Buckingham Strategic Wealth held 4,729 shares of Eversource Energy worth $268K as of Q2 2024.
  • Buckingham Strategic Wealth bought 72 Eversource Energy shares in Q2 2024, an estimated $4.27K.
  • Eversource Energy made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #627 holding.
  • Buckingham Strategic Wealth first reported a position in Eversource Energy in Q4 2014 and has held it in 38 quarters since.
  • Buckingham Strategic Wealth's Eversource Energy position peaked at $399K in Q3 2019.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.