Claris Advisors’s Eversource Energy ES Stock Holding History

Claris Advisors’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	-6	Closed	-$408	–	405
2024 Q3	$408	Buy	+6	New	+$388	﹤0.01%	734

Other funds holding ES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Claris Advisors's ES Position: Q4 2024 in Review

Claris Advisors sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 6 shares — an estimated $408 sold.

Claris Advisors first reported a position in ES in Q3 2024 and held it in 1 quarter. The position peaked at $408 in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

Claris Advisors reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 6 Eversource Energy shares in Q4 2024, an estimated $408.
Claris Advisors first reported a position in Eversource Energy in Q3 2024 and held it in 1 quarter.
Claris Advisors's Eversource Energy position peaked at $408 in Q3 2024.
874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.