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EMFO LLC’s Eversource Energy ES Stock Holding History

EMFO LLC’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
Q2 		$59.5K Hold
1,049
– – 0.05% 143
2024
Q1 		$62.7K Hold
1,049
– – 0.06% 142
2023
Q4 		$64.7K Hold
1,049
– – 0.06% 141
2023
Q3 		$61K Hold
1,049
– – 0.06% 150
2023
Q2 		$74.4K Hold
1,049
– – 0.07% 144
2023
Q1 		$82.1K Hold
1,049
– – 0.08% 142
2022
Q4 		$87.9K Hold
1,049
– – 0.09% 129
2022
Q3 		$82K Hold
1,049
– – 0.08% 146
2022
Q2 		$89K Hold
1,049
– – 0.09% 144
2022
Q1 		$93K Hold
1,049
– – 0.08% 153
2021
Q4 		$95K Hold
1,049
– – 0.08% 148
2021
Q3 		$86K Buy
+1,049
New +$91.1K 0.08% 159

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
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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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

EMFO LLC's ES Position: Q2 2024 in Review

EMFO LLC held its Eversource Energy (ES) position steady in Q2 2024 at 1,049 shares worth $59.5K. The position accounts for 0.05% of the portfolio, ranked #143.

EMFO LLC first reported a position in ES in Q3 2021 and has held it in 12 quarters since. The position peaked at $95K in Q4 2021. 814 funds tracked by Wall St. Rank hold ES as of Q2 2024.

  • EMFO LLC held 1,049 shares of Eversource Energy worth $59.5K as of Q2 2024.
  • EMFO LLC left its Eversource Energy share count unchanged in Q2 2024.
  • Eversource Energy made up 0.05% of EMFO LLC's portfolio in Q2 2024, its #143 holding.
  • EMFO LLC first reported a position in Eversource Energy in Q3 2021 and has held it in 12 quarters since.
  • EMFO LLC's Eversource Energy position peaked at $95K in Q4 2021.
  • 814 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.