Cetera Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.78M | Buy |
29,748
+11,233
| +61% | +$646K | 0.01% | 868 |
|
|
2023
Q4 | $1.14M | Buy |
18,515
+1,366
| +8% | +$78.8K | 0.02% | 723 |
|
|
2023
Q3 | $997K | Buy |
17,149
+1,344
| +9% | +$89.6K | 0.02% | 730 |
|
|
2023
Q2 | $1.12M | Buy |
15,805
+1,847
| +13% | +$138K | 0.02% | 670 |
|
|
2023
Q1 | $1.09M | Buy |
13,958
+233
| +2% | +$18.4K | 0.02% | 660 |
|
|
2022
Q4 | $1.15M | Buy |
13,725
+5,704
| +71% | +$452K | 0.02% | 616 |
|
|
2022
Q3 | $625K | Sell |
8,021
-77
| -1% | -$6.79K | 0.02% | 686 |
|
|
2022
Q2 | $684K | Buy |
8,098
+625
| +8% | +$55.5K | 0.02% | 709 |
|
|
2022
Q1 | $659K | Buy |
7,473
+288
| +4% | +$24.6K | 0.01% | 770 |
|
|
2021
Q4 | $654K | Buy |
7,185
+45
| +0.6% | +$3.87K | 0.01% | 775 |
|
|
2021
Q3 | $584K | Buy |
7,140
+18
| +0.3% | +$1.56K | 0.01% | 819 |
|
|
2021
Q2 | $571K | Sell |
7,122
-23
| -0.3% | -$1.94K | 0.01% | 763 |
|
|
2021
Q1 | $619K | Buy |
7,145
+1,595
| +29% | +$135K | 0.02% | 654 |
|
|
2020
Q4 | $480K | Buy |
5,550
+51
| +0.9% | +$4.54K | 0.02% | 656 |
|
|
2020
Q3 | $459K | Buy |
5,499
+165
| +3% | +$14.1K | 0.02% | 593 |
|
|
2020
Q2 | $444K | Buy |
5,334
+8
| +0.2% | +$662 | 0.02% | 577 |
|
|
2020
Q1 | $417K | Sell |
5,326
-620
| -10% | -$54.4K | 0.02% | 514 |
|
|
2019
Q4 | $506K | Sell |
5,946
-40
| -0.7% | -$3.33K | 0.02% | 563 |
|
|
2019
Q3 | $514K | Sell |
5,986
-3,067
| -34% | -$244K | 0.02% | 534 |
|
|
2019
Q2 | $685K | Buy |
9,053
+1,477
| +19% | +$108K | 0.03% | 469 |
|
|
2019
Q1 | $537K | Buy |
7,576
+172
| +2% | +$11.8K | 0.03% | 478 |
|
|
2018
Q4 | $482K | Sell |
7,404
-791
| -10% | -$51.5K | 0.03% | 488 |
|
|
2018
Q3 | $502K | Buy |
8,195
+2,635
| +47% | +$161K | 0.02% | 560 |
|
|
2018
Q2 | $326K | Sell |
5,560
-1,116
| -17% | -$64.2K | 0.02% | 635 |
|
|
2018
Q1 | $390K | Buy |
6,676
+325
| +5% | +$19.2K | 0.02% | 535 |
|
|
2017
Q4 | $402K | Sell |
6,351
-305
| -5% | -$19.3K | 0.02% | 500 |
|
|
2017
Q3 | $400K | Sell |
6,656
-1
| -0% | -$62 | 0.02% | 533 |
|
|
2017
Q2 | $401K | Sell |
6,657
-248
| -4% | -$15.1K | 0.03% | 534 |
|
|
2017
Q1 | $404K | Sell |
6,905
-169
| -2% | -$9.61K | 0.03% | 495 |
|
|
2016
Q4 | $391K | Buy |
7,074
+61
| +0.9% | +$3.26K | 0.03% | 474 |
|
|
2016
Q3 | $378K | Buy |
7,013
+992
| +16% | +$56K | 0.03% | 503 |
|
|
2016
Q2 | $358K | Sell |
6,021
-161
| -3% | -$9.11K | 0.03% | 521 |
|
|
2016
Q1 | $360K | Buy |
6,182
+20
| +0.3% | +$1.09K | 0.03% | 482 |
|
|
2015
Q4 | $313K | Sell |
6,162
-1,100
| -15% | -$56K | 0.03% | 522 |
|
|
2015
Q3 | $365K | Sell |
7,262
-2,804
| -28% | -$135K | 0.03% | 436 |
|
|
2015
Q2 | $457K | Buy |
10,066
+3,778
| +60% | +$183K | 0.04% | 403 |
|
|
2015
Q1 | $316K | Buy |
+6,288
| New | +$331K | 0.03% | 489 |
|
|
2014
Q3 | – | Sell |
-5,634
| Closed | -$265K | – | 624 |
|
|
2014
Q2 | $265K | Hold |
5,634
| – | – | 0.03% | 469 |
|
|
2014
Q1 | $256K | Sell |
5,634
-886
| -14% | -$38.7K | 0.04% | 431 |
|
|
2013
Q4 | $277K | Sell |
6,520
-255
| -4% | -$10.7K | 0.04% | 385 |
|
|
2013
Q3 | $280K | Buy |
6,775
+773
| +13% | +$32.7K | 0.05% | 342 |
|
|
2013
Q2 | $252K | Buy |
+6,002
| New | +$260K | 0.05% | 327 |
|
Other funds holding ES
Cetera Advisors's ES Position: Q1 2024 in Review
Cetera Advisors increased its Eversource Energy (ES) stake by 61% in Q1 2024, buying an estimated $646K and bringing the position to 29,748 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #868.
Cetera Advisors first reported a position in ES in Q2 2013 and has held it in 42 quarters since. 815 funds tracked by Wall St. Rank hold ES as of Q1 2024.
- Cetera Advisors held 29,748 shares of Eversource Energy worth $1.78M as of Q1 2024.
- Cetera Advisors bought 11,233 Eversource Energy shares in Q1 2024, an estimated $646K.
- Eversource Energy made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #868 holding.
- Cetera Advisors first reported a position in Eversource Energy in Q2 2013 and has held it in 42 quarters since.
- 815 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2024.
Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.