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Empire Financial Management Company’s Eversource Energy ES Stock Holding History

Empire Financial Management Company’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
-5,057
Closed -$287K – 206
2024
Q2 		$287K Hold
5,057
– – 0.09% 176
2024
Q1 		$302K Hold
5,057
– – 0.1% 176
2023
Q4 		$312K Hold
5,057
– – 0.12% 162
2023
Q3 		$294K Hold
5,057
– – 0.13% 162
2023
Q2 		$359K Hold
5,057
– – 0.14% 147
2023
Q1 		$396K Buy
+5,057
New +$399K 0.16% 140

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Vanguard Group
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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
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

Empire Financial Management Company's ES Position: Q3 2024 in Review

Empire Financial Management Company sold out of Eversource Energy (ES) in Q3 2024, closing a stake of 5,057 shares — an estimated $287K sold.

Empire Financial Management Company first reported a position in ES in Q1 2023 and held it in 6 quarters. The position peaked at $396K in Q1 2023. 866 funds tracked by Wall St. Rank hold ES as of Q3 2024.

  • Empire Financial Management Company reported no remaining Eversource Energy position as of Q3 2024 after selling out during the quarter.
  • Empire Financial Management Company sold 5,057 Eversource Energy shares in Q3 2024, an estimated $287K.
  • Empire Financial Management Company first reported a position in Eversource Energy in Q1 2023 and held it in 6 quarters.
  • Empire Financial Management Company's Eversource Energy position peaked at $396K in Q1 2023.
  • 866 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2024.

Based on Empire Financial Management Company's 13F filing for Q3 2024, filed 18 Nov 2024.