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Cassady Schiller Wealth Management’s Eversource Energy ES Stock Holding History

Cassady Schiller 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
Q4 		$1.95K Buy
+34
New +$2.12K ﹤0.01% 580
2022
Q1 		– Sell
-4
Closed – – 266
2021
Q4 		$0 Buy
+4
New +$344 ﹤0.01% 579

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

Cassady Schiller Wealth Management's ES Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Eversource Energy (ES) in Q4 2024: 34 shares worth $1.95K. The stake represents ﹤0.01% of the portfolio and ranks #580 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in ES as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in ES in Q4 2021 and has held it in 2 quarters since. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Cassady Schiller Wealth Management held 34 shares of Eversource Energy worth $1.95K as of Q4 2024.
  • Eversource Energy was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Eversource Energy made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #580 holding.
  • Cassady Schiller Wealth Management first reported a position in Eversource Energy in Q4 2021 and has held it in 2 quarters since.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.