CA
ES icon

Cullinan Associates’s Eversource Energy ES Stock Holding History

Cullinan Associates’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
-4,357
Closed -$288K – 222
2024
Q3 		$288K Hold
4,357
– – 0.02% 210
2024
Q2 		$247K Hold
4,357
– – 0.01% 222
2024
Q1 		$260K Hold
4,357
– – 0.01% 226
2023
Q4 		$269K Hold
4,357
– – 0.02% 214
2023
Q3 		$253K Hold
4,357
– – 0.01% 228
2023
Q2 		$309K Hold
4,357
– – 0.02% 222
2023
Q1 		$341K Hold
4,357
– – 0.02% 212
2022
Q4 		$365K Buy
+4,357
New +$346K 0.02% 229
2022
Q3 		– Sell
-2,557
Closed -$216K – 230
2022
Q2 		$216K Hold
2,557
– – 0.01% 218
2022
Q1 		$226K Buy
+2,557
New +$219K 0.01% 227

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

Cullinan Associates's ES Position: Q4 2024 in Review

Cullinan Associates sold out of Eversource Energy (ES) in Q4 2024, closing a stake of 4,357 shares — an estimated $288K sold.

Cullinan Associates first reported a position in ES in Q1 2022 and held it in 10 quarters. The position peaked at $365K in Q4 2022. 874 funds tracked by Wall St. Rank hold ES as of Q4 2024.

  • Cullinan Associates reported no remaining Eversource Energy position as of Q4 2024 after selling out during the quarter.
  • Cullinan Associates sold 4,357 Eversource Energy shares in Q4 2024, an estimated $288K.
  • Cullinan Associates first reported a position in Eversource Energy in Q1 2022 and held it in 10 quarters.
  • Cullinan Associates's Eversource Energy position peaked at $365K in Q4 2022.
  • 874 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2024.

Based on Cullinan Associates's 13F filing for Q4 2024, filed 24 Jan 2025.