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Creekmur Asset Management’s Eversource Energy ES Stock Holding History

Creekmur Asset 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 		– Sell
-7
Closed -$476 – 968
2024
Q3 		$476 Hold
7
– – ﹤0.01% 807
2024
Q2 		$397 Buy
+7
New +$415 ﹤0.01% 857

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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
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Invesco
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Creekmur Asset Management's ES Position: Q4 2024 in Review

Creekmur Asset Management sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 7 shares — an estimated $476 sold.

Creekmur Asset Management first reported a position in ES in Q2 2024 and held it in 2 quarters. The position peaked at $476 in Q3 2024. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Creekmur Asset Management reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Creekmur Asset Management sold 7 Eversource Energy shares in Q4 2024, an estimated $476.
  • Creekmur Asset Management first reported a position in Eversource Energy in Q2 2024 and held it in 2 quarters.
  • Creekmur Asset Management's Eversource Energy position peaked at $476 in Q3 2024.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Creekmur Asset Management's 13F filing for Q4 2024, filed 12 Feb 2025.