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Cultivar Capital’s Eversource Energy ES Stock Holding History

Cultivar Capital’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
Q3 		– Sell
-2,310
Closed -$131K – 78
2024
Q2 		$131K Buy
+2,310
New +$137K 0.11% 39

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Charles Schwab
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Geode Capital Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Cultivar Capital's ES Position: Q3 2024 in Review

Cultivar Capital sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 2,310 shares — an estimated $131K sold.

Cultivar Capital first reported a position in ES in Q2 2024 and held it in 1 quarter. The position peaked at $131K in Q2 2024. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Cultivar Capital reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Cultivar Capital sold 2,310 Eversource Energy shares in Q3 2024, an estimated $131K.
  • Cultivar Capital first reported a position in Eversource Energy in Q2 2024 and held it in 1 quarter.
  • Cultivar Capital's Eversource Energy position peaked at $131K in Q2 2024.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Cultivar Capital's 13F filing for Q3 2024, filed 16 Oct 2024.